+89.0%
MGY vs VNQ
+7.0%
+82.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.3% |
| 7D | +3.5% | -1.3% | +4.8% | +4.3% |
| 30D | +5.3% | -2.6% | +7.9% | +6.9% |
| 3M | +2.6% | -2.0% | +4.7% | +3.6% |
| 6M | -3.3% | +4.3% | -7.6% | -7.0% |
| YTD | +29.2% | +9.2% | +20.0% | +20.1% |
| 1Y | +18.0% | +5.6% | +12.4% | +12.3% |
| 3Y | +30.0% | +30.8% | -0.8% | +5.2% |
| All | +89.0% | +7.0% | +82.0% | +90.0% |
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