+129.9%
MRK vs VNQ
+7.0%
+122.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.3% | -0.8% |
| 7D | -4.3% | -1.3% | -3.0% | -3.8% |
| 30D | +8.3% | -2.6% | +10.9% | +9.3% |
| 3M | +20.0% | -2.0% | +22.1% | +21.0% |
| 6M | +25.7% | +4.3% | +21.3% | +24.2% |
| YTD | +38.7% | +9.2% | +29.5% | +35.1% |
| 1Y | +74.7% | +5.6% | +69.1% | +71.9% |
| 3Y | +45.4% | +30.8% | +14.5% | +35.8% |
| All | +129.9% | +7.0% | +122.8% | +123.1% |
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