+71.6%
VZ vs ABT
+226.7%
-155.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.9% |
| 7D | +0.9% | -5.4% | +6.3% | +2.5% |
| 30D | +8.9% | +8.0% | +0.9% | +6.5% |
| 3M | +0.1% | +0.2% | -0.1% | -0.2% |
| 6M | +1.9% | +34.1% | -32.2% | -6.7% |
| YTD | +22.0% | -10.6% | +32.6% | +25.0% |
| 1Y | +22.1% | -11.8% | +33.9% | +25.6% |
| 3Y | +58.7% | +23.9% | +34.8% | +46.7% |
| 5Y | +22.3% | -5.1% | +27.4% | +20.9% |
| 10Y | +71.6% | +228.6% | -157.0% | +20.6% |
| All | +71.6% | +226.7% | -155.0% | +20.6% |
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