-25.4%
FN vs VNQ
+11.9%
-37.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.5% | -4.7% |
| 7D | -4.1% | +2.2% | -6.3% | -3.7% |
| 30D | -28.3% | +7.1% | -35.4% | -28.2% |
| 3M | -33.9% | +0.8% | -34.7% | -33.0% |
| 6M | -43.9% | +2.2% | -46.1% | -44.6% |
| YTD | -23.4% | +12.8% | -36.3% | -32.8% |
| 1Y | -25.4% | +11.7% | -37.1% | -33.4% |
| All | -25.4% | +11.9% | -37.3% | -33.4% |
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 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