+8.9%
FOXA vs VNQ
+14.0%
-5.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.2% | +0.6% | +2.6% |
| 7D | +9.9% | +6.8% | +3.1% | +7.2% |
| 30D | +10.0% | +10.0% | 0.0% | +6.3% |
| 3M | +18.4% | 0.0% | +18.5% | +18.0% |
| 6M | +12.2% | +4.5% | +7.7% | +10.9% |
| YTD | -3.8% | +13.9% | -17.7% | -5.8% |
| 1Y | +8.9% | +14.1% | -5.1% | +6.5% |
| All | +8.9% | +14.0% | -5.1% | +6.5% |
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