+8.2%
NOW vs VNQ
+30.9%
-22.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.9% |
| 7D | -4.1% | -0.9% | -3.2% | -3.7% |
| 30D | +2.9% | -2.2% | +5.1% | +3.9% |
| 3M | +22.6% | -1.9% | +24.5% | +23.8% |
| 6M | +7.5% | +3.2% | +4.3% | +5.7% |
| YTD | -14.4% | +9.4% | -23.8% | -18.6% |
| 1Y | -29.8% | +7.5% | -37.3% | -32.6% |
| All | +8.2% | +30.9% | -22.7% | -7.3% |
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