+6.4%
LVS vs VNQ
+7.0%
-0.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.1% |
| 7D | -3.5% | -1.3% | -2.2% | -2.7% |
| 30D | -6.2% | -2.6% | -3.7% | -4.6% |
| 3M | -14.8% | -2.0% | -12.8% | -13.8% |
| 6M | -20.9% | +4.3% | -25.2% | -23.4% |
| YTD | -33.0% | +9.2% | -42.3% | -37.5% |
| 1Y | -20.0% | +5.6% | -25.6% | -23.6% |
| 3Y | -6.9% | +30.8% | -37.8% | -24.2% |
| All | +6.4% | +7.0% | -0.6% | +5.7% |
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 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