+61.0%
AA vs VNQ
+9.6%
+51.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.5% | -2.2% |
| 7D | -0.7% | -1.3% | +0.6% | -0.8% |
| 30D | +5.0% | -2.9% | +7.9% | +4.9% |
| 3M | -35.8% | +0.8% | -36.6% | -36.0% |
| 6M | -18.4% | +2.5% | -20.9% | -19.8% |
| YTD | -5.5% | +10.6% | -16.1% | -11.2% |
| 1Y | +61.0% | +9.1% | +51.9% | +52.9% |
| All | +61.0% | +9.6% | +51.4% | +52.9% |
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