+531.2%
VTI vs ABBV
+1,125.5%
-594.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | +0.3% |
| 7D | +0.6% | -4.3% | +5.0% | +1.8% |
| 30D | -1.1% | +1.1% | -2.2% | -1.5% |
| 3M | +3.9% | +12.3% | -8.4% | +0.2% |
| 6M | +14.6% | +9.8% | +4.8% | +10.9% |
| YTD | +13.3% | +11.5% | +1.8% | +8.9% |
| 1Y | +19.2% | +22.3% | -3.1% | +11.1% |
| 3Y | +77.4% | +85.2% | -7.8% | +43.4% |
| 5Y | +74.0% | +170.8% | -96.8% | +23.3% |
| 10Y | +294.6% | +485.4% | -190.8% | +118.5% |
| All | +531.2% | +1,125.5% | -594.4% | +201.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling