+29.9%
SPGI vs VNQ
+44.6%
-14.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.2% | +0.8% | +0.5% | +0.7% |
| 30D | +15.9% | +6.8% | +9.1% | +11.1% |
| 3M | +12.3% | -1.3% | +13.6% | +13.2% |
| 6M | +23.7% | +2.4% | +21.3% | +21.9% |
| YTD | -3.5% | +12.1% | -15.7% | -10.5% |
| 1Y | +0.4% | +12.0% | -11.6% | -6.8% |
| 3Y | +29.9% | +44.8% | -14.9% | +7.1% |
| All | +29.9% | +44.6% | -14.7% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling