+18.4%
BX vs VNQ
+7.0%
+11.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.7% | +1.6% |
| 7D | -5.6% | -1.3% | -4.3% | -4.0% |
| 30D | -12.2% | -2.6% | -9.6% | -9.2% |
| 3M | +7.4% | -2.0% | +9.4% | +9.9% |
| 6M | +22.2% | +4.3% | +17.8% | +15.3% |
| YTD | -14.0% | +9.2% | -23.2% | -23.5% |
| 1Y | -27.3% | +5.6% | -32.9% | -32.4% |
| 3Y | +24.5% | +30.8% | -6.3% | -12.9% |
| All | +18.4% | +7.0% | +11.4% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling