+32.6%
NET vs VNQ
+7.8%
+24.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.2% | -5.8% | -6.6% |
| 7D | -16.4% | +6.8% | -23.2% | -23.4% |
| 30D | -25.8% | +10.0% | -35.8% | -34.7% |
| 3M | -11.5% | 0.0% | -11.5% | -12.2% |
| 6M | +18.9% | +4.5% | +14.4% | +9.7% |
| YTD | +35.2% | +13.9% | +21.3% | +9.2% |
| 1Y | +14.5% | +14.1% | +0.4% | -7.8% |
| 3Y | +313.8% | +42.1% | +271.7% | +116.8% |
| 5Y | +32.6% | +8.8% | +23.7% | +24.9% |
| All | +32.6% | +7.8% | +24.8% | +24.9% |
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