+22.7%
DIS vs VNQ
+62.8%
-40.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.4% | +2.2% |
| 7D | -1.3% | -2.6% | +1.4% | +0.6% |
| 30D | +2.2% | -2.3% | +4.6% | +3.9% |
| 3M | +8.1% | -2.8% | +10.9% | +10.3% |
| 6M | +5.2% | +2.5% | +2.7% | +3.4% |
| YTD | -6.3% | +8.4% | -14.7% | -11.3% |
| 1Y | -7.3% | +6.8% | -14.1% | -11.4% |
| 3Y | +33.8% | +29.9% | +3.9% | +10.1% |
| 5Y | -40.7% | +7.2% | -47.9% | -44.4% |
| All | +22.7% | +62.8% | -40.2% | -12.7% |
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 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