+1,156.2%
ABBV vs VO
+376.9%
+779.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +0.4% | -0.3% | +0.7% | +0.5% |
| 30D | +4.2% | -0.3% | +4.5% | +4.3% |
| 3M | +14.8% | +2.9% | +11.9% | +12.6% |
| 6M | +10.3% | +9.3% | +0.9% | +4.1% |
| YTD | +14.9% | +14.2% | +0.7% | +5.3% |
| 1Y | +24.1% | +15.3% | +8.9% | +13.0% |
| 3Y | +91.9% | +56.2% | +35.7% | +42.6% |
| 5Y | +176.0% | +42.4% | +133.6% | +112.6% |
| 10Y | +502.9% | +194.7% | +308.2% | +144.3% |
| All | +1,156.2% | +376.9% | +779.3% | +248.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling