+109.8%
CVE vs VNQ
+8.9%
+100.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | +0.2% | -0.4% | +0.6% | +0.1% |
| 30D | +17.5% | -2.5% | +20.0% | +16.9% |
| 3M | +16.2% | +1.4% | +14.8% | +16.0% |
| 6M | +47.8% | +4.6% | +43.2% | +47.3% |
| YTD | +98.5% | +10.5% | +88.0% | +91.1% |
| 1Y | +109.8% | +8.4% | +101.4% | +101.2% |
| All | +109.8% | +8.9% | +100.9% | +101.2% |
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