+38.4%
ABBV vs VLTO
+20.4%
+18.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +2.8% | +1.6% | +1.1% | +2.4% |
| 30D | +7.0% | +22.0% | -15.0% | +1.8% |
| 3M | +19.2% | +21.9% | -2.6% | +13.4% |
| 6M | +47.8% | +36.5% | +11.2% | +37.2% |
| YTD | +32.5% | +19.0% | +13.5% | +25.8% |
| 1Y | +38.4% | +21.0% | +17.4% | +30.5% |
| All | +38.4% | +20.4% | +18.0% | +30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling