+2.2%
SW vs VNQ
+9.6%
-7.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +1.9% | +2.2% |
| 7D | -5.1% | -1.3% | -3.8% | -3.4% |
| 30D | -4.6% | -2.9% | -1.7% | -0.4% |
| 3M | +9.4% | +0.8% | +8.6% | +8.3% |
| 6M | +3.5% | +2.5% | +1.0% | +0.1% |
| YTD | +22.0% | +10.6% | +11.4% | +3.3% |
| 1Y | +2.2% | +9.1% | -6.9% | -11.3% |
| All | +2.2% | +9.6% | -7.3% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling