+724.9%
DELL vs VNQ
+30.7%
+694.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +11.7% |
| 7D | +8.2% | -1.3% | +9.5% | +8.8% |
| 30D | +17.1% | -2.6% | +19.7% | +18.1% |
| 3M | +45.2% | -2.0% | +47.2% | +45.5% |
| 6M | +286.8% | +4.3% | +282.4% | +274.1% |
| YTD | +354.8% | +9.2% | +345.6% | +330.2% |
| 1Y | +358.3% | +5.6% | +352.6% | +340.5% |
| 3Y | +724.9% | +30.8% | +694.1% | +664.7% |
| All | +724.9% | +30.7% | +694.2% | +664.7% |
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 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