+82.9%
ABBV vs VG
-46.6%
+129.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.5% | -5.1% | +0.3% |
| 7D | +0.1% | +5.5% | -5.4% | 0.0% |
| 30D | +5.6% | -3.6% | +9.2% | +5.6% |
| 3M | +18.7% | -4.0% | +22.7% | +18.7% |
| 6M | +47.4% | +9.4% | +38.0% | +47.0% |
| YTD | +33.0% | +86.6% | -53.7% | +30.4% |
| 1Y | +34.9% | +69.5% | -34.6% | +32.7% |
| All | +82.9% | -46.6% | +129.5% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 5y: compounded portfolio wealth divided by compounded VG 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…
5y analysis · Full analysis span regression · 6 months rolling