+3.0%
KDP vs VNQ
+5.5%
-2.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.6% |
| 7D | -4.3% | -2.6% | -1.7% | -3.3% |
| 30D | +7.8% | -2.3% | +10.2% | +8.9% |
| 3M | -0.1% | -2.8% | +2.7% | +1.2% |
| 6M | +14.0% | +2.5% | +11.5% | +13.1% |
| YTD | +15.1% | +8.4% | +6.6% | +11.6% |
| 1Y | +18.5% | +6.8% | +11.7% | +15.6% |
| 3Y | +2.9% | +29.9% | -27.0% | -7.5% |
| 5Y | +3.0% | +7.2% | -4.2% | +0.3% |
| All | +3.0% | +5.5% | -2.6% | +0.3% |
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