+26.0%
C vs VNQ
+14.0%
+12.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.5% | 0.0% |
| 7D | +1.1% | +6.8% | -5.7% | -2.3% |
| 30D | -2.4% | +10.0% | -12.4% | -7.1% |
| 3M | -8.4% | 0.0% | -8.3% | -8.6% |
| 6M | +0.3% | +4.5% | -4.2% | -3.1% |
| YTD | +9.1% | +13.9% | -4.8% | -1.0% |
| 1Y | +26.0% | +14.1% | +12.0% | +14.2% |
| All | +26.0% | +14.0% | +12.0% | +14.2% |
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