+9,127.5%
QLD vs VNQ
+248.5%
+8,879.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +1.0% |
| 7D | +0.6% | -1.3% | +1.8% | +1.8% |
| 30D | -0.1% | -2.9% | +2.8% | +2.7% |
| 3M | -8.4% | +0.8% | -9.2% | -10.1% |
| 6M | +32.2% | +2.5% | +29.7% | +27.8% |
| YTD | +28.9% | +10.6% | +18.3% | +15.6% |
| 1Y | +43.8% | +9.1% | +34.8% | +30.5% |
| 3Y | +176.6% | +31.0% | +145.6% | +110.8% |
| 5Y | +121.6% | +4.9% | +116.7% | +120.3% |
| 10Y | +1,652.9% | +59.5% | +1,593.5% | +1,162.9% |
| All | +9,127.5% | +248.5% | +8,879.0% | +3,135.6% |
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