+3,096.1%
DE vs VNQ
+382.8%
+2,713.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.6% |
| 7D | -2.4% | -2.6% | +0.3% | -0.8% |
| 30D | +9.7% | -2.3% | +12.1% | +11.2% |
| 3M | +21.4% | -2.8% | +24.2% | +23.1% |
| 6M | +15.0% | +2.5% | +12.5% | +13.0% |
| YTD | +46.4% | +8.4% | +38.0% | +39.2% |
| 1Y | +45.6% | +6.8% | +38.9% | +39.6% |
| 3Y | +76.8% | +29.9% | +46.8% | +49.8% |
| 5Y | +99.4% | +7.2% | +92.2% | +87.1% |
| 10Y | +864.6% | +62.5% | +802.0% | +598.2% |
| All | +3,096.1% | +382.8% | +2,713.3% | +1,048.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling