+52.4%
GEV vs VNQ
+14.0%
+38.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +3.2% | -12.5% | -8.6% |
| 7D | -5.1% | +6.8% | -11.9% | -4.2% |
| 30D | -15.8% | +10.0% | -25.8% | -15.0% |
| 3M | -18.2% | 0.0% | -18.1% | -17.9% |
| 6M | -22.4% | +4.5% | -26.9% | -23.1% |
| YTD | +27.7% | +13.9% | +13.8% | +21.4% |
| 1Y | +52.4% | +14.1% | +38.3% | +44.5% |
| All | +52.4% | +14.0% | +38.4% | +44.5% |
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