+147.5%
GE vs VNQ
+64.0%
+83.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.7% |
| 7D | -4.0% | -1.3% | -2.7% | -3.0% |
| 30D | -11.4% | -2.6% | -8.8% | -9.6% |
| 3M | -2.6% | -2.0% | -0.6% | -1.5% |
| 6M | -0.3% | +4.3% | -4.7% | -3.8% |
| YTD | +5.4% | +9.2% | -3.9% | -1.7% |
| 1Y | +15.5% | +5.6% | +9.9% | +10.4% |
| 3Y | +260.8% | +30.8% | +229.9% | +185.7% |
| 5Y | +421.6% | +8.0% | +413.7% | +380.7% |
| All | +147.5% | +64.0% | +83.4% | +63.3% |
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