+12.9%
GD vs VNQ
+8.7%
+4.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | -3.5% | -0.4% | -3.1% | -3.3% |
| 30D | -9.0% | -2.5% | -6.5% | -7.9% |
| 3M | +5.1% | +1.4% | +3.7% | +3.8% |
| 6M | -1.0% | +4.6% | -5.6% | -4.0% |
| YTD | +7.3% | +10.5% | -3.2% | -0.5% |
| All | +12.9% | +8.7% | +4.2% | +6.7% |
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 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