+65.5%
VZ vs ABT
+221.4%
-155.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | +2.2% | +0.3% | +1.9% | +2.1% |
| 30D | +10.6% | +11.6% | -1.0% | +7.2% |
| 3M | -0.6% | +3.1% | -3.7% | -1.7% |
| 6M | +0.7% | +32.8% | -32.1% | -7.5% |
| YTD | +20.6% | -9.6% | +30.2% | +23.2% |
| 1Y | +22.7% | -10.4% | +33.1% | +25.6% |
| 3Y | +57.2% | +25.8% | +31.4% | +44.8% |
| 5Y | +21.4% | -3.4% | +24.8% | +19.4% |
| 10Y | +65.5% | +232.9% | -167.4% | +17.4% |
| All | +65.5% | +221.4% | -155.9% | +17.4% |
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