+82.6%
IVV vs VNQ
+5.5%
+77.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.1% |
| 7D | -2.0% | -2.6% | +0.6% | -0.4% |
| 30D | -1.6% | -2.3% | +0.7% | -0.3% |
| 3M | +4.8% | -2.8% | +7.5% | +6.2% |
| 6M | +12.6% | +2.5% | +10.1% | +10.3% |
| YTD | +11.8% | +8.4% | +3.3% | +5.7% |
| 1Y | +17.6% | +6.8% | +10.8% | +12.1% |
| 3Y | +77.0% | +29.9% | +47.1% | +46.6% |
| 5Y | +82.6% | +7.2% | +75.4% | +75.1% |
| All | +82.6% | +5.5% | +77.0% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling