-43.5%
CAG vs VNQ
+7.0%
-50.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.0% |
| 7D | -5.7% | -1.3% | -4.4% | -5.2% |
| 30D | -2.4% | -2.6% | +0.2% | -1.3% |
| 3M | +9.8% | -2.0% | +11.8% | +10.9% |
| 6M | -10.8% | +4.3% | -15.2% | -12.1% |
| YTD | -10.8% | +9.2% | -20.0% | -13.7% |
| 1Y | -19.0% | +5.6% | -24.6% | -20.5% |
| 3Y | -39.7% | +30.8% | -70.5% | -45.2% |
| All | -43.5% | +7.0% | -50.5% | -45.5% |
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