+6,577.3%
FIX vs VNQ
+64.0%
+6,513.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.7% | +5.6% | +5.7% |
| 7D | +5.0% | -1.3% | +6.3% | +6.2% |
| 30D | -2.7% | -2.6% | -0.1% | -0.6% |
| 3M | -8.2% | -2.0% | -6.2% | -7.7% |
| 6M | +20.3% | +4.3% | +15.9% | +14.5% |
| YTD | +81.4% | +9.2% | +72.2% | +65.7% |
| 1Y | +121.5% | +5.6% | +115.9% | +108.0% |
| 3Y | +807.4% | +30.8% | +776.6% | +591.3% |
| 5Y | +2,306.7% | +8.0% | +2,298.8% | +2,079.7% |
| All | +6,577.3% | +64.0% | +6,513.3% | +4,178.2% |
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