-18.5%
FN vs VNQ
+11.2%
-29.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | 0.0% | -7.3% | -7.3% |
| 7D | +0.3% | +0.8% | -0.5% | +0.3% |
| 30D | -16.5% | +6.8% | -23.3% | -16.1% |
| 3M | -42.1% | -1.3% | -40.8% | -41.2% |
| 6M | -52.9% | +2.4% | -55.3% | -53.7% |
| YTD | -28.0% | +12.1% | -40.1% | -35.1% |
| 1Y | -18.5% | +12.0% | -30.5% | -26.2% |
| All | -18.5% | +11.2% | -29.7% | -26.2% |
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 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