+90.1%
FOXA vs VNQ
+46.4%
+43.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +2.9% | +2.6% |
| 7D | -3.7% | -2.6% | -1.1% | -2.1% |
| 30D | +5.4% | -2.3% | +7.7% | +7.0% |
| 3M | -3.7% | -2.8% | -0.9% | -2.0% |
| 6M | +12.6% | +2.5% | +10.1% | +10.6% |
| YTD | -10.0% | +8.4% | -18.4% | -14.8% |
| 1Y | +15.0% | +6.8% | +8.3% | +9.9% |
| 3Y | +115.1% | +29.9% | +85.2% | +78.7% |
| 5Y | +93.0% | +7.2% | +85.8% | +80.5% |
| All | +90.1% | +46.4% | +43.7% | +34.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling