+9.7%
AMZN vs VNQ
+9.6%
+0.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -3.0% | -1.3% | -1.7% | -2.7% |
| 30D | -5.2% | -2.9% | -2.3% | -4.5% |
| 3M | +1.9% | +0.8% | +1.1% | +1.1% |
| 6M | +19.2% | +2.5% | +16.8% | +15.5% |
| YTD | +12.0% | +10.6% | +1.4% | +7.9% |
| 1Y | +9.7% | +9.1% | +0.6% | +4.6% |
| All | +9.7% | +9.6% | +0.1% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling