+499.9%
ABBV vs VO
+197.9%
+302.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.1% |
| 7D | -2.0% | -2.5% | +0.5% | -0.7% |
| 30D | +2.0% | -3.2% | +5.2% | +3.7% |
| 3M | +14.2% | +3.9% | +10.2% | +11.7% |
| 6M | +14.1% | +9.6% | +4.4% | +8.3% |
| YTD | +14.2% | +11.6% | +2.7% | +7.2% |
| 1Y | +24.2% | +12.6% | +11.6% | +15.9% |
| 3Y | +89.8% | +55.4% | +34.4% | +47.1% |
| 5Y | +187.2% | +41.8% | +145.3% | +129.8% |
| All | +499.9% | +197.9% | +302.0% | +175.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling