-20.3%
BROS vs VNQ
+14.0%
-34.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.2% | -2.2% |
| 7D | +2.5% | +6.8% | -4.3% | -4.2% |
| 30D | +15.1% | +10.0% | +5.1% | +4.1% |
| 3M | -31.4% | 0.0% | -31.3% | -30.7% |
| 6M | -22.6% | +4.5% | -27.1% | -25.6% |
| YTD | -28.1% | +13.9% | -42.1% | -39.6% |
| 1Y | -20.3% | +14.1% | -34.3% | -33.1% |
| All | -20.3% | +14.0% | -34.3% | -33.1% |
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