-33.7%
ALB vs VNQ
+30.7%
-64.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.2% | -4.2% |
| 7D | -6.6% | -1.3% | -5.4% | -5.3% |
| 30D | -8.1% | -2.6% | -5.5% | -5.5% |
| 3M | -25.7% | -2.0% | -23.7% | -24.9% |
| 6M | -29.5% | +4.3% | -33.8% | -34.3% |
| YTD | -16.2% | +9.2% | -25.4% | -26.8% |
| 1Y | +59.2% | +5.6% | +53.6% | +44.8% |
| 3Y | -33.7% | +30.8% | -64.6% | -56.3% |
| All | -33.7% | +30.7% | -64.4% | -56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling