+63.9%
META vs VNQ
+6.3%
+57.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +6.0% | -0.4% | +6.4% | +6.3% |
| 30D | +3.6% | -2.5% | +6.2% | +5.6% |
| 3M | +4.9% | +1.4% | +3.5% | +3.6% |
| 6M | -4.7% | +4.6% | -9.3% | -8.3% |
| YTD | -6.9% | +10.5% | -17.4% | -14.3% |
| 1Y | -18.2% | +8.4% | -26.6% | -23.7% |
| 3Y | +107.8% | +32.4% | +75.3% | +58.0% |
| 5Y | +63.9% | +5.5% | +58.4% | +58.9% |
| All | +63.9% | +6.3% | +57.6% | +58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling