+1,029.4%
MDB vs VNQ
+58.2%
+971.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.8% |
| 7D | -1.8% | -1.3% | -0.5% | -0.7% |
| 30D | -17.3% | -2.6% | -14.7% | -15.3% |
| 3M | +2.2% | -2.0% | +4.2% | +3.6% |
| 6M | +33.9% | +4.3% | +29.5% | +27.0% |
| YTD | -13.7% | +9.2% | -22.9% | -21.7% |
| 1Y | +9.1% | +5.6% | +3.5% | +1.8% |
| 3Y | -8.1% | +30.8% | -39.0% | -29.8% |
| 5Y | -25.9% | +8.0% | -33.9% | -29.9% |
| All | +1,029.4% | +58.2% | +971.3% | +710.5% |
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