-79.9%
FIG vs VNQ
+9.5%
-89.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.7% |
| 7D | -3.8% | -1.3% | -2.5% | -3.6% |
| 30D | -2.3% | -2.6% | +0.3% | -2.0% |
| 3M | +20.0% | -2.0% | +22.0% | +20.7% |
| 6M | -16.7% | +4.3% | -21.0% | -17.7% |
| YTD | -37.9% | +9.2% | -47.1% | -38.6% |
| 1Y | -58.5% | +5.6% | -64.2% | -60.0% |
| All | -79.9% | +9.5% | -89.4% | -78.4% |
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 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