-25.7%
FN vs VNQ
+14.0%
-39.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.2% | -9.1% | -5.5% |
| 7D | -7.0% | +6.8% | -13.8% | -6.4% |
| 30D | -24.7% | +10.0% | -34.7% | -24.7% |
| 3M | -35.7% | 0.0% | -35.6% | -34.7% |
| 6M | -52.4% | +4.5% | -56.9% | -53.6% |
| YTD | -25.0% | +13.9% | -38.9% | -33.2% |
| 1Y | -25.7% | +14.1% | -39.7% | -34.1% |
| All | -25.7% | +14.0% | -39.7% | -34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling