+197.1%
ABT vs VNQ
+64.0%
+133.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.8% |
| 7D | -5.9% | -1.3% | -4.6% | -5.2% |
| 30D | -8.1% | -2.6% | -5.5% | -6.8% |
| 3M | +14.5% | -2.0% | +16.6% | +15.9% |
| 6M | -6.3% | +4.3% | -10.6% | -8.4% |
| YTD | -17.1% | +9.2% | -26.3% | -21.0% |
| 1Y | -21.4% | +5.6% | -27.0% | -23.7% |
| 3Y | +5.9% | +30.8% | -24.9% | -9.4% |
| 5Y | -12.8% | +8.0% | -20.7% | -17.6% |
| All | +197.1% | +64.0% | +133.1% | +121.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling