+4,800.7%
ASX vs VNQ
+392.5%
+4,408.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -0.7% | -1.3% | +0.5% | -0.1% |
| 30D | +2.0% | -2.9% | +4.9% | +3.5% |
| 3M | -1.3% | +0.8% | -2.1% | -2.4% |
| 6M | +71.4% | +2.5% | +69.0% | +68.2% |
| YTD | +135.3% | +10.6% | +124.7% | +122.1% |
| 1Y | +267.5% | +9.1% | +258.4% | +248.6% |
| 3Y | +388.5% | +31.0% | +357.4% | +320.9% |
| 5Y | +417.1% | +4.9% | +412.2% | +398.0% |
| 10Y | +872.7% | +59.5% | +813.3% | +657.1% |
| All | +4,800.7% | +392.5% | +4,408.2% | +1,986.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling