+5.5%
D vs VNQ
+6.5%
-1.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.0% |
| 7D | -0.4% | -0.9% | +0.4% | +0.1% |
| 30D | -2.1% | -2.2% | +0.2% | -0.7% |
| 3M | -0.7% | -1.9% | +1.2% | +0.4% |
| 6M | +5.6% | +3.2% | +2.3% | +3.3% |
| YTD | +14.6% | +9.4% | +5.2% | +8.0% |
| 1Y | +15.3% | +7.5% | +7.8% | +9.9% |
| 3Y | +59.1% | +31.1% | +28.1% | +33.5% |
| All | +5.5% | +6.5% | -1.0% | -5.7% |
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