+977.1%
BE vs VNQ
+60.3%
+916.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.8% | -1.6% |
| 7D | +23.9% | -0.9% | +24.8% | +25.3% |
| 30D | +27.8% | -2.2% | +30.1% | +31.5% |
| 3M | +3.7% | -1.9% | +5.7% | +3.4% |
| 6M | +78.0% | +3.2% | +74.7% | +66.5% |
| YTD | +209.9% | +9.4% | +200.5% | +168.1% |
| 1Y | +389.6% | +7.5% | +382.1% | +331.1% |
| 3Y | +1,730.6% | +31.1% | +1,699.5% | +1,174.4% |
| 5Y | +1,227.8% | +6.6% | +1,221.3% | +1,150.8% |
| All | +977.1% | +60.3% | +916.8% | +570.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling