+88.5%
ENB vs VNQ
+64.0%
+24.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.4% |
| 7D | -4.7% | -1.3% | -3.4% | -3.9% |
| 30D | -5.9% | -2.6% | -3.3% | -4.4% |
| 3M | -14.2% | -2.0% | -12.2% | -13.2% |
| 6M | -8.6% | +4.3% | -12.9% | -11.3% |
| YTD | +3.9% | +9.2% | -5.3% | -2.2% |
| 1Y | +1.8% | +5.6% | -3.8% | -2.2% |
| 3Y | +68.5% | +30.8% | +37.6% | +38.2% |
| 5Y | +62.4% | +8.0% | +54.5% | +49.4% |
| All | +88.5% | +64.0% | +24.5% | +32.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling