+611.0%
VRT vs ABBV
+94.6%
+516.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.4% | +5.8% | +4.2% |
| 7D | +9.1% | +0.4% | +8.7% | +9.2% |
| 30D | +0.9% | +4.2% | -3.2% | +1.4% |
| 3M | -13.4% | +14.8% | -28.2% | -13.0% |
| 6M | +11.7% | +10.3% | +1.4% | +11.8% |
| YTD | +73.2% | +14.9% | +58.3% | +73.8% |
| 1Y | +123.4% | +24.1% | +99.3% | +125.5% |
| All | +611.0% | +94.6% | +516.3% | +624.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling