-87.1%
SNDQ vs VNQ
+3.2%
-90.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | -1.8% | +46.2% | +52.2% |
| 7D | +116.9% | +2.5% | +114.3% | +85.9% |
| 30D | +205.2% | +7.0% | +198.2% | +115.7% |
| 3M | +45.4% | -1.9% | +47.3% | +59.4% |
| 6M | -66.2% | +2.3% | -68.5% | -63.9% |
| All | -87.1% | +3.2% | -90.3% | -86.2% |
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