+2,213.2%
FIX vs VNQ
+6.1%
+2,207.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +6.1% | -0.4% | +6.4% | +6.3% |
| 30D | -2.7% | -2.5% | -0.1% | -0.9% |
| 3M | -10.9% | +1.4% | -12.3% | -13.0% |
| 6M | +29.0% | +4.6% | +24.4% | +23.1% |
| YTD | +76.9% | +10.5% | +66.4% | +61.6% |
| 1Y | +130.7% | +8.4% | +122.4% | +113.7% |
| 3Y | +790.7% | +32.4% | +758.2% | +593.2% |
| All | +2,213.2% | +6.1% | +2,207.2% | +2,130.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling