+24.2%
IJR vs VNQ
+14.0%
+10.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.8% | -0.5% |
| 7D | +2.3% | +6.8% | -4.5% | -1.6% |
| 30D | +2.8% | +10.0% | -7.1% | -2.8% |
| 3M | -4.6% | 0.0% | -4.6% | -4.6% |
| 6M | +5.7% | +4.5% | +1.2% | +2.1% |
| YTD | +19.9% | +13.9% | +6.0% | +6.0% |
| 1Y | +24.2% | +14.1% | +10.1% | +9.6% |
| All | +24.2% | +14.0% | +10.2% | +9.6% |
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