+6.0%
IOT vs VNQ
+11.6%
-5.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -3.4% |
| 7D | -1.3% | +2.5% | -3.9% | -1.9% |
| 30D | -1.6% | +7.0% | -8.6% | -3.1% |
| 3M | +6.1% | -1.9% | +8.0% | +6.5% |
| 6M | +34.9% | +2.3% | +32.7% | +35.8% |
| YTD | +15.9% | +11.8% | +4.1% | +5.5% |
| 1Y | +6.0% | +11.9% | -5.8% | -3.5% |
| All | +6.0% | +11.6% | -5.6% | -3.5% |
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 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