-20.1%
NVDL vs VNQ
+14.0%
-34.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +3.2% | -9.3% | -5.2% |
| 7D | -14.0% | +6.8% | -20.8% | -12.6% |
| 30D | -31.2% | +10.0% | -41.1% | -29.8% |
| 3M | -15.5% | 0.0% | -15.5% | -14.5% |
| 6M | -10.3% | +4.5% | -14.8% | -10.8% |
| YTD | -5.8% | +13.9% | -19.7% | -7.8% |
| 1Y | -20.1% | +14.1% | -34.1% | -21.7% |
| All | -20.1% | +14.0% | -34.1% | -21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling