+7.5%
SMR vs VNQ
+10.2%
-2.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -2.3% |
| 7D | +13.1% | -0.9% | +14.0% | +14.0% |
| 30D | +17.8% | -2.2% | +20.0% | +20.2% |
| 3M | +8.1% | -1.9% | +10.0% | +8.7% |
| 6M | -11.1% | +3.2% | -14.3% | -15.1% |
| YTD | -23.7% | +9.4% | -33.1% | -31.2% |
| 1Y | -69.4% | +7.5% | -76.9% | -72.0% |
| 3Y | +82.6% | +31.1% | +51.5% | +42.5% |
| All | +7.5% | +10.2% | -2.7% | -17.1% |
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 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