+681.4%
NFLX vs VNQ
+64.0%
+617.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.5% |
| 7D | -1.1% | -1.3% | +0.2% | -0.5% |
| 30D | +4.3% | -2.6% | +6.9% | +5.6% |
| 3M | -4.8% | -2.0% | -2.7% | -3.8% |
| 6M | -18.4% | +4.3% | -22.8% | -20.1% |
| YTD | -17.4% | +9.2% | -26.7% | -20.9% |
| 1Y | -35.7% | +5.6% | -41.3% | -37.5% |
| 3Y | +73.8% | +30.8% | +42.9% | +49.6% |
| 5Y | +29.3% | +8.0% | +21.3% | +22.0% |
| All | +681.4% | +64.0% | +617.4% | +494.1% |
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 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