+63.6%
DDOG vs VNQ
+7.0%
+56.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -1.0% | -0.9% |
| 7D | +3.9% | -1.3% | +5.2% | +5.0% |
| 30D | -8.2% | -2.6% | -5.6% | -6.1% |
| 3M | -5.6% | -2.0% | -3.5% | -4.2% |
| 6M | +73.5% | +4.3% | +69.2% | +63.7% |
| YTD | +62.7% | +9.2% | +53.4% | +45.7% |
| 1Y | +59.0% | +5.6% | +53.4% | +47.0% |
| 3Y | +117.1% | +30.8% | +86.3% | +49.4% |
| All | +63.6% | +7.0% | +56.5% | +60.0% |
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