+102.6%
PBR vs VNQ
+30.7%
+71.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.6% | -1.1% |
| 7D | +5.4% | -1.3% | +6.6% | +5.8% |
| 30D | +22.9% | -2.6% | +25.4% | +23.8% |
| 3M | +19.6% | -2.0% | +21.7% | +20.1% |
| 6M | +16.5% | +4.3% | +12.1% | +13.9% |
| YTD | +86.7% | +9.2% | +77.4% | +78.8% |
| 1Y | +74.7% | +5.6% | +69.1% | +69.6% |
| 3Y | +102.6% | +30.8% | +71.7% | +85.8% |
| All | +102.6% | +30.7% | +71.9% | +85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling