+24.1%
ABBV vs VGT
+40.8%
-16.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.8% | -1.4% |
| 7D | +0.4% | +1.0% | -0.6% | +0.6% |
| 30D | +4.2% | +1.3% | +2.9% | +4.5% |
| 3M | +14.8% | -1.1% | +16.0% | +15.7% |
| 6M | +10.3% | +32.6% | -22.4% | +10.8% |
| YTD | +14.9% | +29.0% | -14.1% | +15.1% |
| 1Y | +24.1% | +39.7% | -15.6% | +20.5% |
| All | +24.1% | +40.8% | -16.6% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling