+48.8%
SW vs VNQ
+45.1%
+3.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.6% |
| 7D | +2.2% | +2.2% | 0.0% | +0.2% |
| 30D | +7.4% | +7.1% | +0.3% | +1.1% |
| 3M | -5.9% | +0.8% | -6.8% | -6.6% |
| 6M | +9.0% | +2.2% | +6.7% | +7.1% |
| YTD | +18.1% | +12.8% | +5.3% | +7.3% |
| 1Y | +28.7% | +11.7% | +16.9% | +17.8% |
| 3Y | +48.8% | +44.5% | +4.3% | +21.6% |
| All | +48.8% | +45.1% | +3.7% | +21.6% |
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 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