-20.0%
LVS vs VNQ
+7.2%
-27.3%
-37.6%
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% | +0.4% |
| 7D | -3.5% | -1.3% | -2.2% | -3.2% |
| 30D | -6.2% | -2.6% | -3.7% | -5.7% |
| 3M | -14.8% | -2.0% | -12.8% | -14.5% |
| 6M | -20.9% | +4.3% | -25.2% | -21.9% |
| YTD | -33.0% | +9.2% | -42.3% | -34.5% |
| 1Y | -20.0% | +5.6% | -25.6% | -22.7% |
| All | -20.0% | +7.2% | -27.3% | -22.7% |
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