+153.3%
CMI vs VNQ
+30.7%
+122.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.8% |
| 7D | -0.7% | -1.3% | +0.6% | +0.1% |
| 30D | -12.4% | -2.6% | -9.8% | -11.0% |
| 3M | -14.8% | -2.0% | -12.8% | -14.3% |
| 6M | +0.8% | +4.3% | -3.5% | -3.2% |
| YTD | +10.2% | +9.2% | +1.0% | +2.4% |
| 1Y | +37.4% | +5.6% | +31.8% | +30.6% |
| 3Y | +153.3% | +30.8% | +122.4% | +111.3% |
| All | +153.3% | +30.7% | +122.6% | +111.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling