+70.8%
NVT vs VNQ
+7.2%
+63.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.7% |
| 7D | +4.1% | -1.3% | +5.3% | +3.9% |
| 30D | -5.1% | -2.6% | -2.6% | -5.4% |
| 3M | -1.2% | -2.0% | +0.9% | -2.1% |
| 6M | +46.6% | +4.3% | +42.3% | +39.1% |
| YTD | +60.0% | +9.2% | +50.8% | +51.0% |
| 1Y | +70.8% | +5.6% | +65.2% | +60.0% |
| All | +70.8% | +7.2% | +63.6% | +60.0% |
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