+0.8%
META vs VNQ
+14.0%
-13.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.2% | -1.7% | 0.0% |
| 7D | +2.9% | +6.8% | -3.9% | -0.2% |
| 30D | -15.1% | +10.0% | -25.0% | -18.9% |
| 3M | +7.2% | 0.0% | +7.3% | +7.4% |
| 6M | +3.4% | +4.5% | -1.1% | +1.1% |
| YTD | -4.3% | +13.9% | -18.2% | -13.6% |
| 1Y | +0.8% | +14.1% | -13.3% | -9.2% |
| All | +0.8% | +14.0% | -13.2% | -9.2% |
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