+47.6%
ON vs VNQ
+14.0%
+33.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.2% | -5.1% | -1.7% |
| 7D | -5.8% | +6.8% | -12.6% | -5.6% |
| 30D | -17.1% | +10.0% | -27.1% | -16.9% |
| 3M | -11.8% | 0.0% | -11.8% | -11.9% |
| 6M | -30.2% | +4.5% | -34.7% | -32.2% |
| YTD | +31.6% | +13.9% | +17.6% | +18.7% |
| 1Y | +47.6% | +14.1% | +33.5% | +33.0% |
| All | +47.6% | +14.0% | +33.6% | +33.0% |
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