+499.9%
ABBV vs VEU
+152.3%
+347.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.3% |
| 7D | -2.0% | -1.9% | -0.1% | -1.1% |
| 30D | +2.0% | -0.7% | +2.7% | +2.3% |
| 3M | +14.2% | +4.9% | +9.3% | +10.9% |
| 6M | +14.1% | +9.8% | +4.2% | +7.5% |
| YTD | +14.2% | +15.3% | -1.1% | +4.5% |
| 1Y | +24.2% | +23.0% | +1.2% | +9.5% |
| 3Y | +89.8% | +73.5% | +16.3% | +36.3% |
| 5Y | +187.2% | +54.5% | +132.7% | +119.7% |
| All | +499.9% | +152.3% | +347.5% | +232.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling