+766.8%
FIX vs VNQ
+30.9%
+735.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.4% |
| 7D | +3.5% | -0.9% | +4.4% | +4.1% |
| 30D | -3.5% | -2.2% | -1.3% | -2.3% |
| 3M | -11.8% | -1.9% | -9.8% | -11.7% |
| 6M | +17.8% | +3.2% | +14.6% | +13.6% |
| YTD | +73.3% | +9.4% | +63.9% | +60.8% |
| 1Y | +128.1% | +7.5% | +120.6% | +113.9% |
| All | +766.8% | +30.9% | +735.9% | +623.7% |
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