+282.9%
SPGI vs VNQ
+64.0%
+218.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.5% |
| 7D | -7.4% | -1.3% | -6.1% | -6.5% |
| 30D | +0.4% | -2.6% | +3.0% | +2.4% |
| 3M | +5.3% | -2.0% | +7.3% | +7.0% |
| 6M | +1.7% | +4.3% | -2.7% | -1.6% |
| YTD | -16.4% | +9.2% | -25.6% | -21.9% |
| 1Y | -20.5% | +5.6% | -26.1% | -23.9% |
| 3Y | +14.2% | +30.8% | -16.6% | -7.9% |
| 5Y | +0.6% | +8.0% | -7.4% | -6.5% |
| All | +282.9% | +64.0% | +218.8% | +171.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling