+38.7%
EXPE vs VNQ
+9.6%
+29.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.2% |
| 7D | -9.5% | -1.3% | -8.3% | -8.6% |
| 30D | -6.6% | -2.9% | -3.7% | -4.3% |
| 3M | +31.4% | +0.8% | +30.6% | +31.3% |
| 6M | +35.2% | +2.5% | +32.7% | +32.7% |
| YTD | +5.8% | +10.6% | -4.8% | -5.7% |
| 1Y | +38.7% | +9.1% | +29.6% | +22.4% |
| All | +38.7% | +9.6% | +29.1% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling