+92.4%
FOXA vs VNQ
+47.5%
+44.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.4% | +0.7% |
| 7D | +0.8% | -1.3% | +2.1% | +1.6% |
| 30D | +5.0% | -2.6% | +7.6% | +6.8% |
| 3M | -3.0% | -2.0% | -1.0% | -1.8% |
| 6M | +14.8% | +4.3% | +10.4% | +11.5% |
| YTD | -8.9% | +9.2% | -18.1% | -14.2% |
| 1Y | +13.3% | +5.6% | +7.7% | +9.0% |
| 3Y | +115.4% | +30.8% | +84.6% | +78.2% |
| 5Y | +95.3% | +8.0% | +87.3% | +81.8% |
| All | +92.4% | +47.5% | +44.9% | +35.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling