+156.7%
B vs VNQ
+5.5%
+151.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -2.1% |
| 7D | -5.0% | -2.6% | -2.4% | -3.6% |
| 30D | +8.7% | -2.3% | +11.1% | +10.2% |
| 3M | +17.3% | -2.8% | +20.1% | +19.1% |
| 6M | -5.0% | +2.5% | -7.6% | -6.2% |
| YTD | +1.4% | +8.4% | -7.0% | -2.7% |
| 1Y | +50.5% | +6.8% | +43.7% | +45.4% |
| 3Y | +194.4% | +29.9% | +164.4% | +156.2% |
| 5Y | +156.7% | +7.2% | +149.5% | +136.0% |
| All | +156.7% | +5.5% | +151.1% | +136.0% |
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 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