+19.8%
SNPS vs VNQ
+7.0%
+12.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.4% |
| 7D | +0.9% | -1.3% | +2.2% | +1.8% |
| 30D | -3.6% | -2.6% | -1.0% | -2.0% |
| 3M | -12.9% | -2.0% | -10.9% | -12.1% |
| 6M | -8.2% | +4.3% | -12.5% | -11.8% |
| YTD | -15.4% | +9.2% | -24.6% | -21.6% |
| 1Y | -9.3% | +5.6% | -14.9% | -13.9% |
| 3Y | -14.0% | +30.8% | -44.8% | -32.2% |
| All | +19.8% | +7.0% | +12.8% | +19.1% |
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