-7.2%
JD vs VNQ
+29.8%
-36.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +0.5% |
| 7D | -2.6% | -2.6% | 0.0% | -1.2% |
| 30D | -15.4% | -2.3% | -13.0% | -14.3% |
| 3M | -5.0% | -2.8% | -2.2% | -3.9% |
| 6M | +0.9% | +2.5% | -1.6% | -1.0% |
| YTD | -2.5% | +8.4% | -10.9% | -7.7% |
| 1Y | -16.0% | +6.8% | -22.8% | -19.8% |
| All | -7.2% | +29.8% | -36.9% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling