+153.5%
FDX vs VNQ
+83.2%
+70.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +5.2% | +0.8% | +4.4% | +4.6% |
| 30D | +11.3% | +6.8% | +4.5% | +6.3% |
| 3M | -4.1% | -1.3% | -2.8% | -3.2% |
| 6M | +9.6% | +2.4% | +7.3% | +7.6% |
| YTD | +40.9% | +12.1% | +28.8% | +29.8% |
| 1Y | +53.0% | +12.0% | +41.0% | +41.0% |
| 3Y | +74.1% | +44.8% | +29.3% | +34.2% |
| 5Y | +75.1% | +6.9% | +68.2% | +65.3% |
| All | +153.5% | +83.2% | +70.3% | +71.8% |
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