+39.4%
GM vs VNQ
+14.0%
+25.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.2% | +1.5% | +2.6% |
| 7D | +12.1% | +6.8% | +5.3% | +7.8% |
| 30D | +15.2% | +10.0% | +5.2% | +8.7% |
| 3M | +4.9% | 0.0% | +4.9% | +5.0% |
| 6M | +22.6% | +4.5% | +18.1% | +18.6% |
| YTD | +14.4% | +13.9% | +0.5% | +2.7% |
| 1Y | +39.4% | +14.1% | +25.4% | +25.0% |
| All | +39.4% | +14.0% | +25.4% | +25.0% |
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