+604.1%
ABBV vs VO
+197.6%
+406.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.3% | +3.1% | -1.8% | -0.3% |
| 30D | +4.7% | +2.2% | +2.5% | +3.5% |
| 3M | +18.3% | -2.5% | +20.8% | +19.8% |
| 6M | +43.4% | +7.0% | +36.4% | +38.0% |
| YTD | +33.0% | +14.0% | +19.0% | +23.4% |
| 1Y | +30.8% | +15.6% | +15.2% | +20.4% |
| 3Y | +135.1% | +66.2% | +69.0% | +75.9% |
| 5Y | +201.2% | +36.6% | +164.6% | +148.6% |
| All | +604.1% | +197.6% | +406.5% | +242.8% |
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