+504.9%
ABBV vs VTV
+234.5%
+270.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.3% |
| 7D | +0.3% | -1.1% | +1.4% | +1.1% |
| 30D | +3.4% | -1.0% | +4.4% | +4.2% |
| 3M | +15.2% | +4.6% | +10.6% | +11.4% |
| 6M | +14.7% | +13.5% | +1.2% | +4.3% |
| YTD | +15.2% | +18.5% | -3.3% | +1.2% |
| 1Y | +20.4% | +22.9% | -2.5% | +2.9% |
| 3Y | +91.3% | +67.8% | +23.5% | +29.3% |
| 5Y | +189.6% | +81.8% | +107.7% | +81.7% |
| All | +504.9% | +234.5% | +270.4% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling