+1,118.6%
ABBV vs VGT
+1,445.2%
-326.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | -4.3% | +1.8% | -6.1% | -4.9% |
| 30D | +1.1% | -0.3% | +1.4% | +1.1% |
| 3M | +12.3% | +3.4% | +9.0% | +10.1% |
| 6M | +9.8% | +35.0% | -25.2% | -3.6% |
| YTD | +11.5% | +28.8% | -17.3% | -0.5% |
| 1Y | +22.3% | +38.0% | -15.7% | +5.6% |
| 3Y | +85.2% | +125.8% | -40.6% | +24.3% |
| 5Y | +170.8% | +134.7% | +36.1% | +71.7% |
| 10Y | +485.4% | +792.6% | -307.2% | +36.0% |
| All | +1,118.6% | +1,445.2% | -326.7% | +85.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling