+47.1%
EQT vs VNQ
+64.0%
-16.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -2.0% |
| 7D | -2.0% | -1.3% | -0.7% | -1.3% |
| 30D | 0.0% | -2.6% | +2.6% | +1.5% |
| 3M | +5.9% | -2.0% | +8.0% | +7.0% |
| 6M | -14.8% | +4.3% | -19.1% | -17.4% |
| YTD | +1.8% | +9.2% | -7.5% | -4.3% |
| 1Y | +7.4% | +5.6% | +1.7% | +3.1% |
| 3Y | +33.6% | +30.8% | +2.8% | +11.5% |
| 5Y | +199.3% | +8.0% | +191.3% | +178.8% |
| All | +47.1% | +64.0% | -16.9% | -4.3% |
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 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