-11.2%
CRM vs VNQ
+11.6%
-22.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.2% | -2.0% |
| 7D | -3.7% | +2.5% | -6.2% | -3.6% |
| 30D | -1.1% | +7.0% | -8.2% | -1.0% |
| 3M | +15.5% | -1.9% | +17.3% | +15.2% |
| 6M | +19.5% | +2.3% | +17.2% | +20.8% |
| YTD | -15.5% | +11.8% | -27.3% | -16.7% |
| 1Y | -11.2% | +11.9% | -23.1% | -12.6% |
| All | -11.2% | +11.6% | -22.8% | -12.6% |
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 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