-27.2%
KWEB vs VNQ
+9.6%
-36.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.2% |
| 7D | -1.0% | -1.3% | +0.2% | -0.6% |
| 30D | -8.7% | -2.9% | -5.8% | -7.8% |
| 3M | -4.0% | +0.8% | -4.8% | -4.9% |
| 6M | -13.1% | +2.5% | -15.6% | -15.4% |
| YTD | -23.5% | +10.6% | -34.1% | -27.3% |
| 1Y | -27.2% | +9.1% | -36.2% | -31.1% |
| All | -27.2% | +9.6% | -36.7% | -31.1% |
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 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