+16.6%
EIX vs VNQ
+14.0%
+2.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.2% | -0.1% | +0.3% |
| 7D | +4.5% | +6.8% | -2.3% | -1.4% |
| 30D | +15.2% | +10.0% | +5.3% | +5.7% |
| 3M | -11.6% | 0.0% | -11.6% | -11.1% |
| 6M | -8.4% | +4.5% | -12.9% | -11.0% |
| YTD | +8.2% | +13.9% | -5.7% | -2.3% |
| 1Y | +16.6% | +14.1% | +2.5% | +5.3% |
| All | +16.6% | +14.0% | +2.6% | +5.3% |
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