+123.4%
VRT vs ABBV
+24.6%
+98.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.4% | +5.8% | +4.1% |
| 7D | +9.1% | +0.4% | +8.7% | +9.2% |
| 30D | +0.9% | +4.2% | -3.2% | +1.5% |
| 3M | -13.4% | +14.8% | -28.2% | -14.3% |
| 6M | +11.7% | +10.3% | +1.4% | +10.4% |
| YTD | +73.2% | +14.9% | +58.3% | +71.4% |
| 1Y | +123.4% | +24.1% | +99.3% | +110.8% |
| All | +123.4% | +24.6% | +98.8% | +110.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling