+93.1%
CHRW vs VNQ
+5.5%
+87.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.8% |
| 7D | +4.4% | -2.6% | +7.0% | +5.9% |
| 30D | +5.5% | -2.3% | +7.8% | +6.8% |
| 3M | -17.3% | -2.8% | -14.5% | -16.0% |
| 6M | -12.7% | +2.5% | -15.2% | -13.9% |
| YTD | -4.1% | +8.4% | -12.6% | -8.4% |
| 1Y | +21.2% | +6.8% | +14.5% | +16.8% |
| 3Y | +88.9% | +29.9% | +59.0% | +62.6% |
| 5Y | +93.1% | +7.2% | +85.9% | +80.6% |
| All | +93.1% | +5.5% | +87.5% | +80.6% |
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