+40.6%
BP vs VNQ
+7.2%
+33.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | +0.2% |
| 7D | +5.2% | -1.3% | +6.5% | +5.0% |
| 30D | +8.7% | -2.6% | +11.3% | +8.3% |
| 3M | +9.3% | -2.0% | +11.4% | +8.9% |
| 6M | +13.6% | +4.3% | +9.2% | +13.4% |
| YTD | +37.7% | +9.2% | +28.4% | +33.9% |
| 1Y | +40.6% | +5.6% | +35.0% | +38.0% |
| All | +40.6% | +7.2% | +33.4% | +38.0% |
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