+1,118.6%
ABBV vs VEU
+176.6%
+941.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.8% |
| 7D | -4.3% | +1.7% | -6.0% | -5.2% |
| 30D | +1.1% | +1.0% | +0.1% | +0.5% |
| 3M | +12.3% | +5.6% | +6.7% | +8.4% |
| 6M | +9.8% | +13.7% | -3.9% | +0.9% |
| YTD | +11.5% | +17.7% | -6.3% | +0.1% |
| 1Y | +22.3% | +25.8% | -3.5% | +5.4% |
| 3Y | +85.2% | +77.1% | +8.1% | +28.3% |
| 5Y | +170.8% | +57.1% | +113.7% | +100.0% |
| 10Y | +485.4% | +149.8% | +335.6% | +203.8% |
| All | +1,118.6% | +176.6% | +941.9% | +491.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling