-11.5%
SHW vs VNQ
+7.2%
-18.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.1% |
| 7D | -3.1% | -1.3% | -1.8% | -1.9% |
| 30D | -10.0% | -2.6% | -7.5% | -7.7% |
| 3M | +2.3% | -2.0% | +4.3% | +4.4% |
| 6M | +0.7% | +4.3% | -3.7% | -2.7% |
| YTD | +0.5% | +9.2% | -8.7% | -5.4% |
| 1Y | -11.5% | +5.6% | -17.1% | -16.1% |
| All | -11.5% | +7.2% | -18.7% | -16.1% |
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