+757.0%
O vs VNQ
+387.0%
+370.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -0.5% |
| 7D | -2.3% | -0.9% | -1.4% | -1.5% |
| 30D | -2.4% | -2.2% | -0.2% | -0.4% |
| 3M | -0.6% | -1.9% | +1.4% | +1.3% |
| 6M | -5.0% | +3.2% | -8.2% | -7.8% |
| YTD | +10.4% | +9.4% | +1.0% | +1.5% |
| 1Y | +6.6% | +7.5% | -1.0% | -0.5% |
| 3Y | +28.4% | +31.1% | -2.7% | -1.5% |
| 5Y | +15.3% | +6.6% | +8.7% | +5.5% |
| 10Y | +55.3% | +63.9% | -8.6% | 0.0% |
| All | +757.0% | +387.0% | +370.0% | +75.4% |
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