+88.8%
APA vs VNQ
+9.6%
+79.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.4% |
| 7D | +0.5% | -1.3% | +1.8% | +0.2% |
| 30D | +23.4% | -2.9% | +26.3% | +22.4% |
| 3M | +12.7% | +0.8% | +11.9% | +13.0% |
| 6M | +39.4% | +2.5% | +36.9% | +43.8% |
| YTD | +79.0% | +10.6% | +68.3% | +72.0% |
| 1Y | +88.8% | +9.1% | +79.8% | +79.6% |
| All | +88.8% | +9.6% | +79.3% | +79.6% |
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