+168.5%
FN vs VNQ
+31.9%
+136.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.5% |
| 7D | -1.7% | -1.3% | -0.4% | -1.0% |
| 30D | -22.0% | -2.9% | -19.1% | -20.7% |
| 3M | -43.0% | +0.8% | -43.8% | -44.0% |
| 6M | -27.7% | +2.5% | -30.2% | -29.8% |
| YTD | -10.5% | +10.6% | -21.2% | -17.3% |
| 1Y | +12.5% | +9.1% | +3.4% | +4.8% |
| All | +168.5% | +31.9% | +136.6% | +121.3% |
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 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