+200.6%
ABBV vs VXUS
+46.3%
+154.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.8% | 0.0% |
| 7D | +2.2% | +2.3% | -0.1% | +1.6% |
| 30D | +8.0% | -2.2% | +10.2% | +8.5% |
| 3M | +19.1% | -5.4% | +24.5% | +20.5% |
| 6M | +43.5% | -1.2% | +44.8% | +43.4% |
| YTD | +32.7% | +10.4% | +22.3% | +27.9% |
| 1Y | +30.0% | +11.8% | +18.2% | +24.7% |
| 3Y | +134.7% | +68.4% | +66.4% | +101.3% |
| 5Y | +200.6% | +45.9% | +154.8% | +166.3% |
| All | +200.6% | +46.3% | +154.3% | +166.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling