+369.5%
ALAB vs VNQ
+23.4%
+346.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.6% | +2.2% |
| 7D | -6.2% | -1.3% | -4.9% | -6.0% |
| 30D | -8.7% | -2.6% | -6.1% | -8.3% |
| 3M | -20.7% | -2.0% | -18.7% | -21.3% |
| 6M | +133.5% | +4.3% | +129.2% | +123.9% |
| YTD | +75.1% | +9.2% | +65.8% | +64.5% |
| 1Y | +25.0% | +5.6% | +19.4% | +19.3% |
| All | +369.5% | +23.4% | +346.1% | +301.3% |
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