+985.8%
ASX vs VNQ
+83.2%
+902.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.1% | -2.1% |
| 7D | +12.4% | +0.8% | +11.6% | +11.9% |
| 30D | -19.8% | +6.8% | -26.6% | -23.2% |
| 3M | -10.3% | -1.3% | -9.0% | -9.6% |
| 6M | +1.2% | +2.4% | -1.1% | -1.4% |
| YTD | +123.0% | +12.1% | +110.9% | +104.5% |
| 1Y | +145.4% | +12.0% | +133.4% | +125.1% |
| 3Y | +368.6% | +44.8% | +323.8% | +255.4% |
| 5Y | +486.0% | +6.9% | +479.2% | +445.5% |
| All | +985.8% | +83.2% | +902.5% | +641.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling