+2,343.1%
NVO vs VNQ
+386.3%
+1,956.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.9% | -2.4% |
| 7D | -7.6% | -1.3% | -6.3% | -7.2% |
| 30D | -6.0% | -2.6% | -3.4% | -5.2% |
| 3M | -0.8% | -2.0% | +1.3% | -0.1% |
| 6M | +16.5% | +4.3% | +12.1% | +15.1% |
| YTD | -11.1% | +9.2% | -20.4% | -13.4% |
| 1Y | -16.7% | +5.6% | -22.3% | -18.0% |
| 3Y | -52.9% | +30.8% | -83.8% | -56.8% |
| 5Y | -3.0% | +8.0% | -10.9% | -6.3% |
| 10Y | +147.1% | +63.7% | +83.4% | +106.0% |
| All | +2,343.1% | +386.3% | +1,956.9% | +1,429.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling