+121.9%
KRE vs VNQ
+64.0%
+57.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.5% |
| 7D | -1.8% | -1.3% | -0.5% | -0.7% |
| 30D | -4.5% | -2.6% | -1.9% | -2.3% |
| 3M | +2.7% | -2.0% | +4.8% | +4.4% |
| 6M | +16.9% | +4.3% | +12.5% | +12.2% |
| YTD | +15.4% | +9.2% | +6.1% | +6.2% |
| 1Y | +16.1% | +5.6% | +10.5% | +10.2% |
| 3Y | +85.7% | +30.8% | +54.9% | +45.5% |
| 5Y | +33.3% | +8.0% | +25.3% | +22.7% |
| All | +121.9% | +64.0% | +57.9% | +49.9% |
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 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