-13.3%
BKNG vs VNQ
+11.6%
-24.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | +0.2% |
| 7D | +12.2% | +2.5% | +9.6% | +10.2% |
| 30D | +7.0% | +7.0% | 0.0% | +2.1% |
| 3M | -18.3% | -1.9% | -16.4% | -17.4% |
| 6M | +1.1% | +2.3% | -1.1% | +0.3% |
| YTD | -20.7% | +11.8% | -32.5% | -26.4% |
| 1Y | -13.3% | +11.9% | -25.2% | -19.6% |
| All | -13.3% | +11.6% | -24.9% | -19.6% |
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