+296.4%
FN vs VNQ
+6.3%
+290.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.3% |
| 7D | +3.5% | -0.4% | +3.9% | +3.8% |
| 30D | -26.0% | -2.5% | -23.4% | -24.6% |
| 3M | -33.3% | +1.4% | -34.6% | -34.7% |
| 6M | -14.9% | +4.6% | -19.5% | -18.7% |
| YTD | -8.6% | +10.5% | -19.1% | -16.2% |
| 1Y | +12.3% | +8.4% | +3.9% | +4.3% |
| 3Y | +174.4% | +32.4% | +142.0% | +113.8% |
| 5Y | +296.4% | +5.5% | +290.9% | +270.7% |
| All | +296.4% | +6.3% | +290.1% | +270.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling