+1,129.0%
ABBV vs VNQ
+142.6%
+986.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.4% |
| 7D | -4.1% | -0.9% | -3.3% | -3.7% |
| 30D | +1.2% | -2.2% | +3.4% | +2.3% |
| 3M | +12.1% | -1.9% | +14.0% | +13.2% |
| 6M | +12.0% | +3.2% | +8.8% | +10.4% |
| YTD | +12.4% | +9.4% | +3.0% | +7.6% |
| 1Y | +22.9% | +7.5% | +15.4% | +18.7% |
| 3Y | +86.8% | +31.1% | +55.7% | +63.2% |
| 5Y | +181.0% | +6.6% | +174.5% | +166.9% |
| 10Y | +497.0% | +63.9% | +433.0% | +330.3% |
| All | +1,129.0% | +142.6% | +986.4% | +573.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling