+51.8%
ROKU vs VNQ
+11.6%
+40.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.4% | -0.3% |
| 7D | +2.6% | +2.5% | +0.1% | +0.9% |
| 30D | +5.5% | +7.0% | -1.5% | +0.6% |
| 3M | +9.1% | -1.9% | +11.0% | +11.0% |
| 6M | +28.9% | +2.3% | +26.6% | +26.5% |
| YTD | +47.8% | +11.8% | +36.0% | +34.5% |
| 1Y | +51.8% | +11.9% | +39.9% | +37.8% |
| All | +51.8% | +11.6% | +40.2% | +37.8% |
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