+82.3%
VOO vs ABBV
+175.4%
-93.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.6% |
| 7D | -0.4% | -4.1% | +3.8% | +0.3% |
| 30D | -1.4% | +1.2% | -2.6% | -1.6% |
| 3M | +3.7% | +12.1% | -8.4% | +1.4% |
| 6M | +13.0% | +12.0% | +1.0% | +10.4% |
| YTD | +12.4% | +12.4% | 0.0% | +9.6% |
| 1Y | +18.6% | +22.9% | -4.3% | +13.1% |
| 3Y | +78.1% | +86.8% | -8.7% | +51.4% |
| 5Y | +82.3% | +181.0% | -98.8% | +30.2% |
| All | +82.3% | +175.4% | -93.2% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 ABBV 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