+59.4%
SLB vs VNQ
+7.2%
+52.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | -2.5% | -1.3% | -1.3% | -2.0% |
| 30D | +7.1% | -2.6% | +9.7% | +8.3% |
| 3M | +0.6% | -2.0% | +2.6% | +1.4% |
| 6M | +17.6% | +4.3% | +13.3% | +13.8% |
| YTD | +48.5% | +9.2% | +39.2% | +37.0% |
| 1Y | +59.4% | +5.6% | +53.8% | +49.7% |
| All | +59.4% | +7.2% | +52.2% | +49.7% |
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 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