+34.3%
KO vs VNQ
+7.2%
+27.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | +0.2% | -1.3% | +1.5% | +0.9% |
| 30D | +1.8% | -2.6% | +4.4% | +3.1% |
| 3M | +7.7% | -2.0% | +9.7% | +8.9% |
| 6M | +15.3% | +4.3% | +10.9% | +14.2% |
| YTD | +28.0% | +9.2% | +18.7% | +23.7% |
| 1Y | +34.3% | +5.6% | +28.7% | +31.9% |
| All | +34.3% | +7.2% | +27.0% | +31.9% |
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