+963.7%
ASX vs VNQ
+62.8%
+900.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.7% |
| 7D | +6.5% | -2.6% | +9.1% | +8.3% |
| 30D | +3.1% | -2.3% | +5.5% | +4.6% |
| 3M | +17.4% | -2.8% | +20.2% | +18.5% |
| 6M | +85.4% | +2.5% | +82.9% | +80.5% |
| YTD | +150.1% | +8.4% | +141.6% | +134.3% |
| 1Y | +256.3% | +6.8% | +249.5% | +236.4% |
| 3Y | +446.9% | +29.9% | +416.9% | +347.1% |
| 5Y | +447.1% | +7.2% | +439.9% | +408.6% |
| All | +963.7% | +62.8% | +900.8% | +663.4% |
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