+568.6%
SE vs VNQ
+59.0%
+509.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.0% | -3.2% |
| 7D | -3.6% | -0.9% | -2.8% | -2.9% |
| 30D | -5.3% | -2.2% | -3.1% | -3.6% |
| 3M | +28.1% | -1.9% | +30.0% | +29.5% |
| 6M | +20.7% | +3.2% | +17.4% | +16.7% |
| YTD | -14.8% | +9.4% | -24.2% | -21.8% |
| 1Y | -43.6% | +7.5% | -51.1% | -47.7% |
| 3Y | +184.2% | +31.1% | +153.2% | +114.3% |
| 5Y | -66.3% | +6.6% | -72.9% | -68.1% |
| All | +568.6% | +59.0% | +509.6% | +357.2% |
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 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