+38.2%
QCOM vs VNQ
+5.5%
+32.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.9% |
| 7D | +4.9% | -2.6% | +7.6% | +7.1% |
| 30D | +9.3% | -2.3% | +11.7% | +11.2% |
| 3M | -7.0% | -2.8% | -4.2% | -5.6% |
| 6M | +32.0% | +2.5% | +29.5% | +28.1% |
| YTD | +5.0% | +8.4% | -3.4% | -2.8% |
| 1Y | +13.6% | +6.8% | +6.8% | +6.5% |
| 3Y | +77.6% | +29.9% | +47.7% | +39.0% |
| 5Y | +38.2% | +7.2% | +31.0% | +31.4% |
| All | +38.2% | +5.5% | +32.7% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling