+177.2%
FDX vs VNQ
+64.0%
+113.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.4% |
| 7D | -3.3% | -1.3% | -2.0% | -2.4% |
| 30D | -4.5% | -2.6% | -1.9% | -2.7% |
| 3M | -7.3% | -2.0% | -5.3% | -6.1% |
| 6M | +7.5% | +4.3% | +3.2% | +4.3% |
| YTD | +35.1% | +9.2% | +25.9% | +26.8% |
| 1Y | +71.4% | +5.6% | +65.8% | +64.6% |
| 3Y | +60.8% | +30.8% | +30.0% | +32.8% |
| 5Y | +65.5% | +8.0% | +57.5% | +54.9% |
| All | +177.2% | +64.0% | +113.2% | +98.4% |
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 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