+25.1%
RF vs VNQ
+14.0%
+11.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.2% | -1.7% | -0.6% |
| 7D | +2.3% | +6.8% | -4.5% | -2.2% |
| 30D | +7.2% | +10.0% | -2.7% | +0.5% |
| 3M | -8.2% | 0.0% | -8.2% | -8.3% |
| 6M | +7.0% | +4.5% | +2.5% | +3.5% |
| YTD | +10.3% | +13.9% | -3.6% | -0.9% |
| 1Y | +25.1% | +14.1% | +11.0% | +12.2% |
| All | +25.1% | +14.0% | +11.1% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling