+1,129.0%
ABBV vs VIAV
+396.2%
+732.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.7% |
| 7D | -4.1% | +13.6% | -17.7% | -5.7% |
| 30D | +1.2% | +5.3% | -4.1% | 0.0% |
| 3M | +12.1% | -15.6% | +27.7% | +13.0% |
| 6M | +12.0% | +34.0% | -22.0% | +3.7% |
| YTD | +12.4% | +119.9% | -107.5% | -4.9% |
| 1Y | +22.9% | +235.2% | -212.2% | -4.0% |
| 3Y | +86.8% | +299.8% | -213.0% | +38.0% |
| 5Y | +181.0% | +140.1% | +40.9% | +125.0% |
| 10Y | +497.0% | +420.3% | +76.7% | +290.2% |
| All | +1,129.0% | +396.2% | +732.8% | +696.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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