+86.8%
ABBV vs VLTO
+26.2%
+60.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.8% |
| 7D | -4.3% | -1.6% | -2.7% | -3.9% |
| 30D | +1.1% | -2.9% | +4.0% | +1.9% |
| 3M | +12.3% | +12.7% | -0.4% | +8.5% |
| 6M | +9.8% | +1.6% | +8.2% | +9.1% |
| YTD | +11.5% | -4.0% | +15.4% | +12.3% |
| 1Y | +22.3% | -10.2% | +32.4% | +25.7% |
| All | +86.8% | +26.2% | +60.7% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VLTO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling