+133.6%
SLB vs VNQ
+5.5%
+128.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.4% |
| 7D | -2.4% | -2.6% | +0.2% | -1.0% |
| 30D | +4.9% | -2.3% | +7.2% | +6.1% |
| 3M | +1.4% | -2.8% | +4.2% | +2.8% |
| 6M | +17.6% | +2.5% | +15.1% | +15.6% |
| YTD | +48.3% | +8.4% | +39.9% | +41.2% |
| 1Y | +58.7% | +6.8% | +51.9% | +52.3% |
| 3Y | +0.6% | +29.9% | -29.4% | -13.0% |
| 5Y | +133.6% | +7.2% | +126.4% | +123.1% |
| All | +133.6% | +5.5% | +128.0% | +123.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling