+602.6%
ABBV vs VXUS
+146.5%
+456.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | -0.1% |
| 7D | +0.1% | -0.5% | +0.6% | +0.3% |
| 30D | +5.6% | -1.2% | +6.8% | +6.1% |
| 3M | +18.7% | -3.8% | +22.5% | +20.7% |
| 6M | +47.4% | -1.7% | +49.1% | +47.5% |
| YTD | +33.0% | +11.4% | +21.5% | +23.6% |
| 1Y | +34.9% | +13.3% | +21.6% | +24.3% |
| 3Y | +135.2% | +70.0% | +65.2% | +70.8% |
| 5Y | +202.1% | +48.1% | +154.0% | +136.7% |
| 10Y | +602.6% | +147.1% | +455.5% | +308.6% |
| All | +602.6% | +146.5% | +456.1% | +308.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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