+17.0%
REIT vs VT
+53.2%
-36.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +1.3% |
| 7D | +2.3% | -4.2% | +6.5% | +5.5% |
| 30D | +4.5% | -5.8% | +10.3% | +9.0% |
| 3M | -3.3% | -5.2% | +1.9% | +0.4% |
| 6M | +2.4% | +0.1% | +2.3% | +1.6% |
| YTD | +15.7% | +8.2% | +7.4% | +7.6% |
| 1Y | +15.4% | +10.1% | +5.3% | +5.8% |
| 3Y | +42.1% | +69.7% | -27.5% | -10.2% |
| 5Y | +17.0% | +53.4% | -36.4% | -20.6% |
| All | +17.0% | +53.2% | -36.2% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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