-5.2%
MDB vs VNQ
+29.8%
-34.9%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.2% | +4.9% |
| 7D | -2.8% | -2.6% | -0.1% | -0.9% |
| 30D | -14.9% | -2.3% | -12.5% | -13.4% |
| 3M | +7.3% | -2.8% | +10.1% | +9.1% |
| 6M | +38.2% | +2.5% | +35.7% | +33.3% |
| YTD | -10.9% | +8.4% | -19.4% | -18.3% |
| 1Y | +11.6% | +6.8% | +4.9% | +3.6% |
| All | -5.2% | +29.8% | -34.9% | -21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling