+250.1%
SPOT vs VNQ
+73.3%
+176.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.2% |
| 7D | -6.9% | -2.6% | -4.2% | -5.5% |
| 30D | +4.1% | -2.3% | +6.5% | +5.5% |
| 3M | +3.7% | -2.8% | +6.5% | +5.3% |
| 6M | -1.6% | +2.5% | -4.1% | -3.0% |
| YTD | -10.2% | +8.4% | -18.6% | -14.2% |
| 1Y | -25.9% | +6.8% | -32.7% | -28.8% |
| 3Y | +235.6% | +29.9% | +205.7% | +185.7% |
| 5Y | +110.6% | +7.2% | +103.4% | +99.1% |
| All | +250.1% | +73.3% | +176.9% | +174.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling