+219.8%
CB vs VNQ
+64.0%
+155.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.3% |
| 7D | -0.7% | -1.3% | +0.6% | +0.1% |
| 30D | -1.2% | -2.6% | +1.4% | +0.4% |
| 3M | +3.8% | -2.0% | +5.8% | +5.1% |
| 6M | +5.8% | +4.3% | +1.4% | +2.9% |
| YTD | +9.4% | +9.2% | +0.1% | +3.3% |
| 1Y | +20.7% | +5.6% | +15.0% | +16.2% |
| 3Y | +70.1% | +30.8% | +39.2% | +40.1% |
| 5Y | +101.4% | +8.0% | +93.4% | +86.2% |
| All | +219.8% | +64.0% | +155.8% | +122.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling