+6,615.2%
ORLY vs VNQ
+386.3%
+6,228.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | +0.1% |
| 7D | -2.4% | -1.3% | -1.1% | -1.8% |
| 30D | -6.8% | -2.6% | -4.2% | -5.7% |
| 3M | -4.8% | -2.0% | -2.7% | -3.9% |
| 6M | -9.1% | +4.3% | -13.4% | -10.7% |
| YTD | -5.9% | +9.2% | -15.1% | -9.5% |
| 1Y | -20.4% | +5.6% | -26.0% | -22.3% |
| 3Y | +36.6% | +30.8% | +5.7% | +20.1% |
| 5Y | +117.3% | +8.0% | +109.3% | +105.2% |
| 10Y | +362.7% | +63.7% | +299.0% | +261.6% |
| All | +6,615.2% | +386.3% | +6,228.9% | +3,170.8% |
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