+0.8%
NOW vs VNQ
+5.0%
-4.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.5% |
| 7D | -4.1% | -0.9% | -3.2% | -3.4% |
| 30D | +2.9% | -2.2% | +5.1% | +4.8% |
| 3M | +22.6% | -1.9% | +24.5% | +24.8% |
| 6M | +7.5% | +3.2% | +4.3% | +3.9% |
| YTD | -14.4% | +9.4% | -23.8% | -21.8% |
| 1Y | -29.8% | +7.5% | -37.3% | -35.0% |
| 3Y | +9.2% | +31.1% | -21.8% | -19.3% |
| 5Y | +0.8% | +6.6% | -5.7% | -2.3% |
| All | +0.8% | +5.0% | -4.1% | -2.3% |
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 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