-9.0%
AUR vs VNQ
+14.0%
-23.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.2% | -7.6% | -5.5% |
| 7D | -19.8% | +6.8% | -26.6% | -22.1% |
| 30D | -29.0% | +10.0% | -39.0% | -32.4% |
| 3M | -43.6% | 0.0% | -43.5% | -43.1% |
| 6M | -36.6% | +4.5% | -41.1% | -39.2% |
| YTD | +6.3% | +13.9% | -7.7% | -10.7% |
| 1Y | -9.0% | +14.1% | -23.1% | -23.9% |
| All | -9.0% | +14.0% | -23.0% | -23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling