+70.6%
VZ vs ABT
+229.0%
-158.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | +2.4% | +1.0% | +1.4% | +2.0% |
| 30D | +11.2% | +11.6% | -0.4% | +7.7% |
| 3M | 0.0% | +2.3% | -2.3% | -0.9% |
| 6M | +1.3% | +32.7% | -31.5% | -7.0% |
| YTD | +21.3% | -9.6% | +30.9% | +23.9% |
| 1Y | +23.9% | -10.1% | +34.0% | +26.7% |
| 3Y | +57.7% | +25.2% | +32.5% | +45.4% |
| 5Y | +21.2% | -4.5% | +25.7% | +19.6% |
| 10Y | +70.6% | +228.3% | -157.7% | +19.7% |
| All | +70.6% | +229.0% | -158.4% | +19.7% |
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