+1,264.4%
BE vs VNQ
+7.0%
+1,257.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +5.7% |
| 7D | +9.0% | -1.3% | +10.3% | +11.1% |
| 30D | +16.3% | -2.6% | +18.9% | +20.6% |
| 3M | +10.8% | -2.0% | +12.8% | +10.3% |
| 6M | +73.2% | +4.3% | +68.9% | +57.2% |
| YTD | +217.4% | +9.2% | +208.1% | +166.9% |
| 1Y | +309.8% | +5.6% | +304.2% | +260.5% |
| 3Y | +1,726.2% | +30.8% | +1,695.3% | +1,040.3% |
| All | +1,264.4% | +7.0% | +1,257.4% | +1,163.5% |
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 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