+119.1%
FN vs VNQ
+43.4%
+75.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.6% | +10.2% | +11.1% |
| 7D | +16.3% | +2.4% | +13.9% | +15.1% |
| 30D | -24.7% | +7.3% | -32.1% | -27.4% |
| 3M | -34.9% | -0.3% | -34.6% | -34.7% |
| 6M | -41.1% | +2.5% | -43.6% | -42.5% |
| YTD | -19.6% | +13.1% | -32.7% | -26.6% |
| 1Y | -18.5% | +11.9% | -30.4% | -25.0% |
| 3Y | +119.1% | +46.2% | +73.0% | +61.0% |
| All | +119.1% | +43.4% | +75.8% | +61.0% |
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