+39.9%
BKNG vs VNQ
+30.7%
+9.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.4% |
| 7D | -9.8% | -1.3% | -8.5% | -9.2% |
| 30D | -17.9% | -2.6% | -15.3% | -16.7% |
| 3M | +6.6% | -2.0% | +8.6% | +7.9% |
| 6M | +1.1% | +4.3% | -3.2% | -0.9% |
| YTD | -18.2% | +9.2% | -27.5% | -21.8% |
| 1Y | -20.2% | +5.6% | -25.8% | -22.4% |
| 3Y | +39.9% | +30.8% | +9.0% | +24.3% |
| All | +39.9% | +30.7% | +9.2% | +24.3% |
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