+45.3%
MO vs VNQ
+14.0%
+31.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.2% | -1.8% | -0.3% |
| 7D | +6.9% | +6.8% | +0.1% | +3.1% |
| 30D | +14.9% | +10.0% | +5.0% | +9.3% |
| 3M | +16.4% | 0.0% | +16.5% | +16.3% |
| 6M | +9.6% | +4.5% | +5.1% | +8.3% |
| YTD | +41.8% | +13.9% | +27.9% | +37.2% |
| 1Y | +45.3% | +14.1% | +31.3% | +40.3% |
| All | +45.3% | +14.0% | +31.3% | +40.3% |
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