+360.5%
BE vs VNQ
+9.6%
+351.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.0% | +7.2% |
| 7D | +20.0% | -1.3% | +21.2% | +19.5% |
| 30D | +7.9% | -2.9% | +10.8% | +6.7% |
| 3M | -13.2% | +0.8% | -14.0% | -15.7% |
| 6M | +53.5% | +2.5% | +51.0% | +42.7% |
| YTD | +191.0% | +10.6% | +180.4% | +171.3% |
| 1Y | +360.5% | +9.1% | +351.4% | +321.1% |
| All | +360.5% | +9.6% | +351.0% | +321.1% |
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