+44.6%
COP vs VNQ
+9.6%
+35.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.1% |
| 7D | +3.0% | -1.3% | +4.3% | +2.9% |
| 30D | +17.5% | -2.9% | +20.4% | +17.3% |
| 3M | +13.4% | +0.8% | +12.6% | +13.4% |
| 6M | +17.7% | +2.5% | +15.3% | +19.0% |
| YTD | +46.6% | +10.6% | +36.0% | +40.6% |
| 1Y | +44.6% | +9.1% | +35.5% | +38.3% |
| All | +44.6% | +9.6% | +35.1% | +38.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling