+187.2%
ABBV vs VGT
+131.4%
+55.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.7% | +1.7% |
| 7D | -2.0% | -1.0% | -1.0% | -1.9% |
| 30D | +2.0% | -0.4% | +2.4% | +2.0% |
| 3M | +14.2% | +6.6% | +7.5% | +13.4% |
| 6M | +14.1% | +31.0% | -17.0% | +10.7% |
| YTD | +14.2% | +27.2% | -13.0% | +11.1% |
| 1Y | +24.2% | +34.5% | -10.2% | +19.9% |
| 3Y | +89.8% | +123.1% | -33.3% | +69.9% |
| 5Y | +187.2% | +135.1% | +52.1% | +146.8% |
| All | +187.2% | +131.4% | +55.8% | +146.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling