+75.0%
D vs VNQ
+44.6%
+30.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.4% | +0.8% | -2.1% | -1.9% |
| 30D | +7.7% | +6.8% | +1.0% | +2.9% |
| 3M | -0.3% | -1.3% | +1.0% | +0.6% |
| 6M | +10.1% | +2.4% | +7.7% | +8.1% |
| YTD | +19.1% | +12.1% | +7.0% | +9.6% |
| 1Y | +15.9% | +12.0% | +3.9% | +6.7% |
| 3Y | +75.0% | +44.8% | +30.2% | +33.3% |
| All | +75.0% | +44.6% | +30.4% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling