+1,354.0%
ABBV vs VSH
+208.2%
+1,145.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +0.7% |
| 7D | +1.3% | +14.3% | -13.1% | -0.7% |
| 30D | +4.7% | -7.9% | +12.6% | +5.1% |
| 3M | +18.3% | -19.9% | +38.2% | +20.3% |
| 6M | +43.4% | -30.5% | +73.9% | +44.2% |
| YTD | +33.0% | +85.7% | -52.7% | +10.2% |
| 1Y | +30.8% | +98.9% | -68.1% | +6.8% |
| 3Y | +135.1% | +32.1% | +103.0% | +99.4% |
| 5Y | +201.2% | +39.7% | +161.6% | +145.0% |
| 10Y | +602.7% | +117.6% | +485.1% | +370.3% |
| All | +1,354.0% | +208.2% | +1,145.8% | +785.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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