+252.8%
SPOT vs VNQ
+74.5%
+178.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.4% |
| 7D | -3.1% | -1.3% | -1.8% | -2.4% |
| 30D | +7.4% | -2.6% | +10.0% | +8.9% |
| 3M | +8.2% | -2.0% | +10.2% | +9.4% |
| 6M | +2.2% | +4.3% | -2.1% | -0.2% |
| YTD | -9.5% | +9.2% | -18.7% | -13.8% |
| 1Y | -23.8% | +5.6% | -29.4% | -26.3% |
| 3Y | +233.5% | +30.8% | +202.6% | +182.8% |
| 5Y | +112.2% | +8.0% | +104.2% | +99.8% |
| All | +252.8% | +74.5% | +178.3% | +175.7% |
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