+254.0%
DELL vs VNQ
+2.6%
+251.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.5% | -6.1% |
| 7D | -1.9% | -2.6% | +0.7% | -4.2% |
| 30D | +14.9% | -2.3% | +17.2% | +12.5% |
| 3M | +37.2% | -2.8% | +40.0% | +34.1% |
| 6M | +254.0% | +2.5% | +251.5% | +247.2% |
| All | +254.0% | +2.6% | +251.3% | +247.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling