+167.7%
SLB vs VNQ
+392.1%
-224.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +0.4% | -0.4% | +0.8% | +0.6% |
| 30D | +13.6% | -2.5% | +16.1% | +15.1% |
| 3M | +1.5% | +1.4% | +0.1% | +0.4% |
| 6M | +23.0% | +4.6% | +18.5% | +19.4% |
| YTD | +51.2% | +10.5% | +40.7% | +41.9% |
| 1Y | +63.5% | +8.4% | +55.1% | +55.2% |
| 3Y | +2.5% | +32.4% | -29.9% | -14.2% |
| 5Y | +139.2% | +5.5% | +133.7% | +125.9% |
| 10Y | -4.8% | +59.1% | -63.9% | -28.1% |
| All | +167.7% | +392.1% | -224.4% | -1.5% |
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