+327.1%
NET vs VNQ
+31.4%
+295.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.5% |
| 7D | -7.0% | -1.3% | -5.7% | -6.1% |
| 30D | -4.8% | -2.9% | -1.9% | -2.9% |
| 3M | +3.8% | +0.8% | +3.0% | +2.7% |
| 6M | +50.0% | +2.5% | +47.6% | +45.4% |
| YTD | +41.5% | +10.6% | +30.8% | +28.2% |
| 1Y | +32.8% | +9.1% | +23.8% | +21.6% |
| All | +327.1% | +31.4% | +295.6% | +211.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling