+297.8%
VTI vs ABBV
+515.4%
-217.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | -1.4% | +3.4% | -4.8% | -2.4% |
| 3M | +3.6% | +15.2% | -11.6% | -1.0% |
| 6M | +13.6% | +14.7% | -1.1% | +8.5% |
| YTD | +12.9% | +15.2% | -2.3% | +7.4% |
| 1Y | +17.2% | +20.4% | -3.2% | +9.6% |
| 3Y | +75.7% | +91.3% | -15.7% | +38.5% |
| 5Y | +75.4% | +189.6% | -114.1% | +17.5% |
| All | +297.8% | +515.4% | -217.7% | +118.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling