+165.0%
CMI vs VNQ
+7.0%
+158.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -14.2% |
| 6M | +0.8% | +4.3% | -3.5% | -2.7% |
| YTD | +10.2% | +9.2% | +1.0% | +3.2% |
| 1Y | +37.4% | +5.6% | +31.8% | +31.4% |
| 3Y | +153.3% | +30.8% | +122.4% | +110.9% |
| All | +165.0% | +7.0% | +158.0% | +146.6% |
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