+203.0%
ABBV vs VT
+57.4%
+145.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -0.1% |
| 7D | +1.5% | +0.4% | +1.2% | +1.4% |
| 30D | +6.7% | -2.6% | +9.3% | +7.5% |
| 3M | +19.9% | -3.2% | +23.2% | +21.0% |
| 6M | +47.5% | +0.9% | +46.5% | +46.5% |
| YTD | +32.2% | +11.3% | +20.9% | +26.9% |
| 1Y | +37.8% | +14.0% | +23.8% | +31.2% |
| 3Y | +134.8% | +75.8% | +58.9% | +93.8% |
| 5Y | +203.0% | +57.8% | +145.2% | +153.8% |
| All | +203.0% | +57.4% | +145.6% | +153.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling