+23.7%
EIX vs VNQ
+5.5%
+18.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.6% |
| 7D | +0.8% | -2.6% | +3.4% | +2.8% |
| 30D | -18.8% | -2.3% | -16.5% | -17.2% |
| 3M | -19.7% | -2.8% | -16.9% | -17.8% |
| 6M | -18.2% | +2.5% | -20.7% | -19.5% |
| YTD | -1.7% | +8.4% | -10.2% | -7.0% |
| 1Y | +7.8% | +6.8% | +1.0% | +3.1% |
| 3Y | -5.6% | +29.9% | -35.6% | -21.5% |
| 5Y | +23.7% | +7.2% | +16.5% | +14.0% |
| All | +23.7% | +5.5% | +18.1% | +14.0% |
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