+479.4%
ASX vs VNQ
+5.0%
+474.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.6% | +4.2% |
| 7D | +11.1% | -0.9% | +12.0% | +11.7% |
| 30D | +9.6% | -2.2% | +11.8% | +11.1% |
| 3M | +18.6% | -1.9% | +20.6% | +19.0% |
| 6M | +92.1% | +3.2% | +88.9% | +85.3% |
| YTD | +158.5% | +9.4% | +149.1% | +139.1% |
| 1Y | +271.9% | +7.5% | +264.4% | +247.2% |
| 3Y | +465.2% | +31.1% | +434.2% | +344.8% |
| 5Y | +479.4% | +6.6% | +472.9% | +451.6% |
| All | +479.4% | +5.0% | +474.5% | +451.6% |
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 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