-1.5%
BA vs VNQ
+6.1%
-7.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | +2.5% | -0.4% | +2.8% | +2.7% |
| 30D | -10.1% | -2.5% | -7.6% | -8.4% |
| 3M | -2.4% | +1.4% | -3.8% | -3.8% |
| 6M | -8.8% | +4.6% | -13.4% | -12.1% |
| YTD | -2.9% | +10.5% | -13.5% | -10.4% |
| 1Y | -8.8% | +8.4% | -17.1% | -14.6% |
| 3Y | -0.3% | +32.4% | -32.7% | -22.3% |
| All | -1.5% | +6.1% | -7.6% | -3.4% |
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 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