+20.4%
ABBV vs VNQ
+7.2%
+13.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.4% |
| 7D | +0.3% | -1.3% | +1.5% | +1.0% |
| 30D | +3.4% | -2.6% | +5.9% | +4.9% |
| 3M | +15.2% | -2.0% | +17.2% | +16.7% |
| 6M | +14.7% | +4.3% | +10.4% | +13.3% |
| YTD | +15.2% | +9.2% | +6.0% | +12.3% |
| 1Y | +20.4% | +5.6% | +14.8% | +24.1% |
| All | +20.4% | +7.2% | +13.1% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling