-17.3%
META vs VNQ
+9.6%
-26.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.3% |
| 7D | +6.7% | -1.3% | +8.0% | +7.3% |
| 30D | +4.8% | -2.9% | +7.7% | +6.1% |
| 3M | -1.6% | +0.8% | -2.4% | -1.9% |
| 6M | -7.5% | +2.5% | -9.9% | -10.5% |
| YTD | -6.4% | +10.6% | -17.0% | -11.2% |
| 1Y | -17.3% | +9.1% | -26.4% | -21.9% |
| All | -17.3% | +9.6% | -26.9% | -21.9% |
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