+15.9%
IP vs VNQ
+83.2%
-67.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.6% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | +6.7% | +5.8% | +0.9% | +2.1% |
| 3M | -16.6% | 0.0% | -16.5% | -16.5% |
| 6M | +6.0% | +1.5% | +4.5% | +5.0% |
| YTD | -10.7% | +12.1% | -22.8% | -17.9% |
| 1Y | -6.7% | +10.6% | -17.3% | -13.2% |
| 3Y | +17.1% | +43.5% | -26.4% | -11.6% |
| 5Y | -14.6% | +6.8% | -21.4% | -19.9% |
| All | +15.9% | +83.2% | -67.2% | -26.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling