+227.7%
GIS vs VNQ
+386.3%
-158.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -6.4% | -1.3% | -5.1% | -6.1% |
| 30D | -6.1% | -2.6% | -3.5% | -5.5% |
| 3M | +7.8% | -2.0% | +9.9% | +8.4% |
| 6M | -8.8% | +4.3% | -13.1% | -9.6% |
| YTD | -19.1% | +9.2% | -28.4% | -20.6% |
| 1Y | -24.8% | +5.6% | -30.4% | -25.6% |
| 3Y | -37.6% | +30.8% | -68.4% | -41.2% |
| 5Y | -25.4% | +8.0% | -33.4% | -27.4% |
| 10Y | -19.6% | +63.7% | -83.3% | -29.2% |
| All | +227.7% | +386.3% | -158.6% | +113.2% |
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