+65.1%
CSX vs VNQ
+5.0%
+60.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.6% |
| 7D | -0.6% | -0.9% | +0.3% | 0.0% |
| 30D | -3.2% | -2.2% | -1.0% | -1.9% |
| 3M | +2.6% | -1.9% | +4.5% | +3.8% |
| 6M | +19.8% | +3.2% | +16.6% | +17.2% |
| YTD | +34.7% | +9.4% | +25.3% | +27.0% |
| 1Y | +52.1% | +7.5% | +44.6% | +45.0% |
| 3Y | +68.4% | +31.1% | +37.4% | +39.9% |
| 5Y | +65.1% | +6.6% | +58.6% | +57.1% |
| All | +65.1% | +5.0% | +60.1% | +57.1% |
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