+21.8%
VZ vs ABBV
+201.3%
-179.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | +1.5% | +1.3% | +0.2% | +1.2% |
| 30D | +4.4% | +4.7% | -0.3% | +3.4% |
| 3M | -2.4% | +18.3% | -20.7% | -5.8% |
| 6M | +1.4% | +43.4% | -42.0% | -6.0% |
| YTD | +21.4% | +33.0% | -11.6% | +14.0% |
| 1Y | +20.3% | +30.8% | -10.5% | +13.3% |
| 3Y | +57.4% | +135.1% | -77.8% | +29.8% |
| All | +21.8% | +201.3% | -179.5% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling