+74.7%
PBR vs VNQ
+7.2%
+67.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.6% | -0.8% |
| 7D | +5.4% | -1.3% | +6.6% | +5.3% |
| 30D | +22.9% | -2.6% | +25.4% | +22.8% |
| 3M | +19.6% | -2.0% | +21.7% | +19.2% |
| 6M | +16.5% | +4.3% | +12.1% | +14.5% |
| YTD | +86.7% | +9.2% | +77.4% | +77.7% |
| 1Y | +74.7% | +5.6% | +69.1% | +66.7% |
| All | +74.7% | +7.2% | +67.5% | +66.7% |
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 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