+847.5%
MSCI vs VNQ
+83.2%
+764.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +3.0% | +0.8% | +2.2% | +2.4% |
| 30D | +17.8% | +6.8% | +11.0% | +12.2% |
| 3M | +15.2% | -1.3% | +16.5% | +16.4% |
| 6M | +16.5% | +2.4% | +14.1% | +14.2% |
| YTD | +16.4% | +12.1% | +4.2% | +5.7% |
| 1Y | +16.8% | +12.0% | +4.8% | +6.2% |
| 3Y | +35.8% | +44.8% | -9.0% | -0.9% |
| 5Y | +7.0% | +6.9% | +0.1% | +0.2% |
| All | +847.5% | +83.2% | +764.2% | +502.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling