-99.9%
DFNS vs VNQ
+53.6%
-153.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -2.0% |
| 7D | -6.3% | -1.3% | -5.1% | -7.3% |
| 30D | -74.0% | -2.6% | -71.4% | -74.4% |
| 3M | -70.1% | -2.0% | -68.1% | -70.6% |
| 6M | -93.9% | +4.3% | -98.2% | -93.7% |
| YTD | -98.1% | +9.2% | -107.3% | -98.0% |
| 1Y | -98.3% | +5.6% | -103.9% | -98.3% |
| 3Y | -99.9% | +30.8% | -130.7% | -99.9% |
| 5Y | -99.9% | +8.0% | -107.8% | -99.9% |
| All | -99.9% | +53.6% | -153.5% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling