+143.3%
DELL vs VNQ
+14.0%
+129.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.2% | -12.0% | -7.6% |
| 7D | -24.6% | +6.8% | -31.4% | -23.0% |
| 30D | -32.5% | +10.0% | -42.4% | -30.9% |
| 3M | -20.2% | 0.0% | -20.2% | -19.9% |
| 6M | +76.5% | +4.5% | +72.0% | +76.0% |
| YTD | +198.9% | +13.9% | +185.0% | +173.9% |
| 1Y | +143.3% | +14.1% | +129.3% | +122.0% |
| All | +143.3% | +14.0% | +129.3% | +122.0% |
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 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