+730.8%
ETR vs VNQ
+387.0%
+343.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.2% | -0.8% |
| 7D | +0.4% | -0.9% | +1.3% | +0.8% |
| 30D | +2.0% | -2.2% | +4.3% | +3.0% |
| 3M | -1.7% | -1.9% | +0.3% | -1.0% |
| 6M | +3.6% | +3.2% | +0.3% | +2.2% |
| YTD | +18.0% | +9.4% | +8.7% | +13.9% |
| 1Y | +26.2% | +7.5% | +18.7% | +22.6% |
| 3Y | +148.0% | +31.1% | +116.9% | +121.9% |
| 5Y | +126.1% | +6.6% | +119.5% | +118.4% |
| 10Y | +302.3% | +63.9% | +238.3% | +235.8% |
| All | +730.8% | +387.0% | +343.9% | +372.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling