+181.6%
SE vs VNQ
+29.8%
+151.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.6% |
| 7D | -4.8% | -2.6% | -2.2% | -3.7% |
| 30D | -18.1% | -2.3% | -15.8% | -17.3% |
| 3M | +30.6% | -2.8% | +33.4% | +31.8% |
| 6M | +20.8% | +2.5% | +18.3% | +18.9% |
| YTD | -15.6% | +8.4% | -24.0% | -18.9% |
| 1Y | -44.2% | +6.8% | -51.0% | -46.1% |
| All | +181.6% | +29.8% | +151.9% | +202.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling