+10,272.2%
GOOG vs VNQ
+386.3%
+9,885.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.2% |
| 7D | 0.0% | -1.3% | +1.3% | +0.6% |
| 30D | -2.0% | -2.6% | +0.6% | -0.8% |
| 3M | -5.9% | -2.0% | -3.8% | -5.2% |
| 6M | +8.9% | +4.3% | +4.6% | +6.7% |
| YTD | +7.1% | +9.2% | -2.1% | +2.7% |
| 1Y | +39.7% | +5.6% | +34.1% | +35.8% |
| 3Y | +145.8% | +30.8% | +115.0% | +114.4% |
| 5Y | +138.6% | +8.0% | +130.6% | +127.5% |
| 10Y | +791.5% | +63.7% | +727.8% | +599.6% |
| All | +10,272.2% | +386.3% | +9,885.9% | +5,058.5% |
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 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