+107.8%
META vs VNQ
+31.8%
+75.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +6.0% | -0.4% | +6.4% | +6.2% |
| 30D | +3.6% | -2.5% | +6.2% | +4.8% |
| 3M | +4.9% | +1.4% | +3.5% | +4.3% |
| 6M | -4.7% | +4.6% | -9.3% | -6.8% |
| YTD | -6.9% | +10.5% | -17.4% | -11.0% |
| 1Y | -18.2% | +8.4% | -26.6% | -21.3% |
| 3Y | +107.8% | +32.4% | +75.3% | +91.4% |
| All | +107.8% | +31.8% | +75.9% | +91.4% |
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