-38.5%
DXCM vs VNQ
+7.0%
-45.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.3% |
| 7D | -5.5% | -1.3% | -4.3% | -4.6% |
| 30D | -8.6% | -2.6% | -6.0% | -6.8% |
| 3M | +10.3% | -2.0% | +12.4% | +12.0% |
| 6M | +25.2% | +4.3% | +20.9% | +20.9% |
| YTD | +25.1% | +9.2% | +15.9% | +16.4% |
| 1Y | +9.2% | +5.6% | +3.6% | +4.3% |
| 3Y | -22.6% | +30.8% | -53.5% | -39.3% |
| All | -38.5% | +7.0% | -45.6% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling