+1,251.4%
ADP vs VNQ
+392.1%
+859.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.4% |
| 7D | -5.5% | -0.4% | -5.1% | -5.3% |
| 30D | -1.2% | -2.5% | +1.3% | -0.1% |
| 3M | +17.9% | +1.4% | +16.5% | +17.2% |
| 6M | +20.3% | +4.6% | +15.8% | +17.8% |
| YTD | +5.8% | +10.5% | -4.7% | +1.0% |
| 1Y | -7.7% | +8.4% | -16.1% | -11.1% |
| 3Y | +14.7% | +32.4% | -17.7% | +0.4% |
| 5Y | +45.8% | +5.5% | +40.3% | +40.8% |
| 10Y | +270.5% | +59.1% | +211.4% | +202.7% |
| All | +1,251.4% | +392.1% | +859.3% | +613.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling