+148.3%
ALL vs VNQ
+29.8%
+118.6%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | -4.3% | -2.6% | -1.7% | -3.1% |
| 30D | -3.6% | -2.3% | -1.2% | -2.5% |
| 3M | +13.2% | -2.8% | +16.0% | +14.7% |
| 6M | +22.5% | +2.5% | +20.0% | +21.0% |
| YTD | +22.7% | +8.4% | +14.3% | +17.9% |
| 1Y | +28.3% | +6.8% | +21.5% | +24.2% |
| All | +148.3% | +29.8% | +118.6% | +126.8% |
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 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