+59.4%
FDX vs VNQ
+30.9%
+28.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.5% | -0.8% |
| 7D | -2.3% | -0.9% | -1.4% | -1.7% |
| 30D | -4.9% | -2.2% | -2.7% | -3.3% |
| 3M | -6.5% | -1.9% | -4.5% | -5.3% |
| 6M | +6.7% | +3.2% | +3.4% | +4.1% |
| YTD | +33.9% | +9.4% | +24.5% | +25.2% |
| 1Y | +72.2% | +7.5% | +64.7% | +62.9% |
| All | +59.4% | +30.9% | +28.5% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling