+65.5%
VZ vs ABT
+234.7%
-169.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | 0.0% |
| 7D | +2.1% | +3.5% | -1.4% | +1.1% |
| 30D | +1.4% | +12.0% | -10.7% | -1.9% |
| 3M | -1.3% | +2.5% | -3.7% | -2.1% |
| 6M | -0.5% | +29.1% | -29.6% | -7.9% |
| YTD | +19.6% | -10.1% | +29.7% | +22.4% |
| 1Y | +22.4% | -9.8% | +32.2% | +25.0% |
| 3Y | +55.9% | +23.3% | +32.6% | +44.4% |
| 5Y | +20.4% | -2.4% | +22.8% | +18.0% |
| All | +65.5% | +234.7% | -169.1% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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