+16.8%
MSCI vs VNQ
+11.2%
+5.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +3.0% | +0.8% | +2.2% | +2.7% |
| 30D | +17.8% | +6.8% | +11.0% | +15.4% |
| 3M | +15.2% | -1.3% | +16.5% | +14.8% |
| 6M | +16.5% | +2.4% | +14.1% | +15.5% |
| YTD | +16.4% | +12.1% | +4.2% | +11.5% |
| 1Y | +16.8% | +12.0% | +4.8% | +12.0% |
| All | +16.8% | +11.2% | +5.6% | +12.0% |
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 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