-5.9%
SLB vs VNQ
+62.8%
-68.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.2% |
| 7D | -2.4% | -2.6% | +0.2% | -0.5% |
| 30D | +4.9% | -2.3% | +7.2% | +6.6% |
| 3M | +1.4% | -2.8% | +4.2% | +3.3% |
| 6M | +17.6% | +2.5% | +15.1% | +14.8% |
| YTD | +48.3% | +8.4% | +39.9% | +38.6% |
| 1Y | +58.7% | +6.8% | +51.9% | +50.0% |
| 3Y | +0.6% | +29.9% | -29.4% | -19.4% |
| 5Y | +133.6% | +7.2% | +126.4% | +114.0% |
| All | -5.9% | +62.8% | -68.7% | -33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling