+1,320.5%
ABBV vs VT
+305.2%
+1,015.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.8% | +0.4% |
| 7D | -0.9% | -4.2% | +3.3% | +1.8% |
| 30D | +8.7% | -5.8% | +14.5% | +12.9% |
| 3M | +17.8% | -5.2% | +23.0% | +21.7% |
| 6M | +41.7% | +0.1% | +41.6% | +40.3% |
| YTD | +29.9% | +8.2% | +21.7% | +21.7% |
| 1Y | +37.0% | +10.1% | +26.8% | +26.7% |
| 3Y | +125.2% | +69.7% | +55.5% | +51.8% |
| 5Y | +193.8% | +53.4% | +140.4% | +109.8% |
| 10Y | +673.0% | +219.2% | +453.8% | +182.7% |
| All | +1,320.5% | +305.2% | +1,015.3% | +329.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling