+57.5%
CVE vs VNQ
+11.9%
+45.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.2% |
| 7D | -10.0% | +2.2% | -12.2% | -9.2% |
| 30D | -11.9% | +7.1% | -18.9% | -10.2% |
| 3M | -5.9% | +0.8% | -6.8% | -5.5% |
| 6M | -1.6% | +2.2% | -3.8% | -1.0% |
| YTD | +66.3% | +12.8% | +53.4% | +56.1% |
| 1Y | +57.5% | +11.7% | +45.8% | +49.3% |
| All | +57.5% | +11.9% | +45.6% | +49.3% |
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