+1,728.6%
QLD vs VNQ
+59.3%
+1,669.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | +0.6% |
| 7D | +1.9% | -0.9% | +2.8% | +3.0% |
| 30D | -1.8% | -2.2% | +0.4% | +0.9% |
| 3M | -0.1% | -1.9% | +1.8% | +1.0% |
| 6M | +32.6% | +3.2% | +29.3% | +25.3% |
| YTD | +27.9% | +9.4% | +18.5% | +12.1% |
| 1Y | +40.3% | +7.5% | +32.7% | +25.2% |
| 3Y | +182.5% | +31.1% | +151.4% | +93.2% |
| 5Y | +122.5% | +6.6% | +116.0% | +110.3% |
| 10Y | +1,728.6% | +63.9% | +1,664.6% | +1,013.1% |
| All | +1,728.6% | +59.3% | +1,669.3% | +1,013.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling