+2,739.2%
DXCM vs VNQ
+355.3%
+2,383.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +4.9% | +0.8% | +4.2% | +4.4% |
| 30D | -0.2% | +6.8% | -6.9% | -4.3% |
| 3M | -8.9% | -1.3% | -7.6% | -8.1% |
| 6M | +42.3% | +2.4% | +39.9% | +39.9% |
| YTD | +25.6% | +12.1% | +13.4% | +16.2% |
| 1Y | +39.5% | +12.0% | +27.5% | +29.2% |
| 3Y | -15.3% | +44.8% | -60.1% | -34.7% |
| 5Y | -48.4% | +6.9% | -55.3% | -51.2% |
| 10Y | +411.4% | +82.9% | +328.5% | +225.6% |
| All | +2,739.2% | +355.3% | +2,383.9% | +1,049.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling