+158.3%
APA vs VNQ
+7.0%
+151.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | 0.0% |
| 7D | +4.6% | -1.3% | +5.9% | +5.5% |
| 30D | +11.9% | -2.6% | +14.5% | +13.8% |
| 3M | +22.5% | -2.0% | +24.5% | +23.7% |
| 6M | +37.5% | +4.3% | +33.2% | +31.2% |
| YTD | +87.2% | +9.2% | +77.9% | +72.1% |
| 1Y | +101.4% | +5.6% | +95.8% | +90.2% |
| 3Y | +16.9% | +30.8% | -13.9% | -7.6% |
| All | +158.3% | +7.0% | +151.2% | +158.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling