-37.6%
GIS vs VNQ
+30.7%
-68.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | -6.4% | -1.3% | -5.1% | -5.8% |
| 30D | -6.1% | -2.6% | -3.5% | -5.0% |
| 3M | +7.8% | -2.0% | +9.9% | +9.1% |
| 6M | -8.8% | +4.3% | -13.1% | -10.0% |
| YTD | -19.1% | +9.2% | -28.4% | -21.7% |
| 1Y | -24.8% | +5.6% | -30.4% | -26.2% |
| 3Y | -37.6% | +30.8% | -68.4% | -40.5% |
| All | -37.6% | +30.7% | -68.2% | -40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling