+17.6%
ABNB vs VNQ
+40.1%
-22.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +0.9% |
| 7D | -6.5% | -1.3% | -5.2% | -5.4% |
| 30D | -5.5% | -2.6% | -2.9% | -3.2% |
| 3M | +30.0% | -2.0% | +32.1% | +32.4% |
| 6M | +27.6% | +4.3% | +23.3% | +22.4% |
| YTD | +25.4% | +9.2% | +16.2% | +15.3% |
| 1Y | +38.3% | +5.6% | +32.7% | +31.0% |
| 3Y | +15.5% | +30.8% | -15.3% | -12.4% |
| 5Y | +3.0% | +8.0% | -5.0% | -3.6% |
| All | +17.6% | +40.1% | -22.5% | +11.9% |
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 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