+24.1%
ABBV vs VTR
+36.9%
-12.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.8% |
| 7D | +0.4% | -1.7% | +2.1% | +0.9% |
| 30D | +4.2% | -2.4% | +6.6% | +5.0% |
| 3M | +14.8% | +14.8% | 0.0% | +10.0% |
| 6M | +10.3% | +5.3% | +4.9% | +7.9% |
| YTD | +14.9% | +18.1% | -3.2% | +8.6% |
| 1Y | +24.1% | +36.7% | -12.6% | +10.2% |
| All | +24.1% | +36.9% | -12.7% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling