+69.4%
EMR vs VNQ
+7.0%
+62.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.1% |
| 7D | -0.4% | -1.3% | +0.9% | +0.5% |
| 30D | -6.8% | -2.6% | -4.2% | -5.1% |
| 3M | +7.5% | -2.0% | +9.5% | +8.6% |
| 6M | +9.9% | +4.3% | +5.5% | +6.5% |
| YTD | +16.0% | +9.2% | +6.7% | +9.1% |
| 1Y | +12.4% | +5.6% | +6.8% | +8.1% |
| 3Y | +60.2% | +30.8% | +29.4% | +33.3% |
| All | +69.4% | +7.0% | +62.4% | +60.5% |
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 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