+25.6%
CTAS vs VNQ
+14.0%
+11.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.2% | -0.8% | -0.2% |
| 7D | +7.6% | +6.8% | +0.8% | +2.1% |
| 30D | +17.2% | +10.0% | +7.3% | +8.7% |
| 3M | +12.8% | 0.0% | +12.8% | +12.7% |
| 6M | +38.0% | +4.5% | +33.5% | +33.8% |
| YTD | +22.7% | +13.9% | +8.8% | +11.9% |
| 1Y | +25.6% | +14.1% | +11.6% | +14.6% |
| All | +25.6% | +14.0% | +11.6% | +14.6% |
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