+24.2%
ABBV vs VIG
+12.7%
+11.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.9% |
| 7D | -2.0% | -2.2% | +0.2% | -0.6% |
| 30D | +2.0% | -3.2% | +5.2% | +4.1% |
| 3M | +14.2% | +3.0% | +11.1% | +12.2% |
| 6M | +14.1% | +8.1% | +5.9% | +8.5% |
| YTD | +14.2% | +9.1% | +5.2% | +6.9% |
| 1Y | +24.2% | +12.6% | +11.7% | +9.5% |
| All | +24.2% | +12.7% | +11.5% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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