+13.8%
VRT vs ABBV
+43.0%
-29.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.1% | -16.0% | -11.5% |
| 7D | -15.4% | +3.1% | -18.5% | -14.0% |
| 30D | -19.0% | +11.6% | -30.6% | -15.0% |
| 3M | -23.8% | +21.7% | -45.5% | -17.8% |
| 6M | -37.9% | +43.5% | -81.4% | -34.1% |
| YTD | +27.0% | +32.9% | -5.9% | +35.2% |
| 1Y | +13.8% | +40.7% | -26.9% | +26.0% |
| All | +13.8% | +43.0% | -29.2% | +26.0% |
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