+8.3%
DIS vs VNQ
+14.0%
-5.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.2% | +1.0% | +1.5% |
| 7D | +9.1% | +6.8% | +2.3% | +3.3% |
| 30D | +14.8% | +10.0% | +4.8% | +6.0% |
| 3M | +21.2% | 0.0% | +21.2% | +21.4% |
| 6M | +18.3% | +4.5% | +13.8% | +14.0% |
| YTD | +5.4% | +13.9% | -8.6% | -7.6% |
| 1Y | +8.3% | +14.1% | -5.8% | -5.4% |
| All | +8.3% | +14.0% | -5.7% | -5.4% |
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