-12.1%
DOW vs VNQ
+47.7%
-59.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.7% |
| 7D | -1.4% | -1.3% | -0.1% | -0.4% |
| 30D | -3.9% | -2.6% | -1.4% | -2.0% |
| 3M | -12.7% | -2.0% | -10.7% | -11.7% |
| 6M | -13.7% | +4.3% | -18.0% | -18.2% |
| YTD | +28.4% | +9.2% | +19.2% | +16.8% |
| 1Y | +21.8% | +5.6% | +16.1% | +14.2% |
| 3Y | -35.7% | +30.8% | -66.6% | -50.0% |
| 5Y | -36.8% | +8.0% | -44.8% | -43.0% |
| All | -12.1% | +47.7% | -59.8% | -32.9% |
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