+1,611.9%
BE vs VNQ
+29.8%
+1,582.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.1% |
| 7D | +9.7% | -2.6% | +12.4% | +12.8% |
| 30D | +22.4% | -2.3% | +24.7% | +25.6% |
| 3M | +10.4% | -2.8% | +13.2% | +10.6% |
| 6M | +67.9% | +2.5% | +65.3% | +57.1% |
| YTD | +197.5% | +8.4% | +189.0% | +157.5% |
| 1Y | +310.6% | +6.8% | +303.8% | +261.2% |
| All | +1,611.9% | +29.8% | +1,582.1% | +944.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling