+116.5%
VZ vs ABBV
+1,362.1%
-1,245.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.6% |
| 7D | +0.9% | +0.1% | +0.9% | +0.9% |
| 30D | +8.9% | +5.6% | +3.4% | +7.7% |
| 3M | +0.1% | +18.7% | -18.6% | -3.3% |
| 6M | +1.9% | +47.4% | -45.5% | -5.8% |
| YTD | +22.0% | +33.0% | -10.9% | +14.8% |
| 1Y | +22.1% | +34.9% | -12.8% | +14.5% |
| 3Y | +58.7% | +135.2% | -76.5% | +32.2% |
| 5Y | +22.3% | +202.1% | -179.8% | -3.8% |
| 10Y | +71.6% | +602.6% | -530.9% | +14.5% |
| All | +116.5% | +1,362.1% | -1,245.6% | +30.3% |
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