-2.3%
SW vs VNQ
+5.2%
-7.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +1.9% | +1.7% |
| 7D | -5.1% | -1.3% | -3.8% | -4.4% |
| 30D | -4.6% | -2.9% | -1.7% | -2.9% |
| 3M | +9.4% | +0.8% | +8.6% | +9.1% |
| 6M | +3.5% | +2.5% | +1.0% | +2.4% |
| YTD | +22.0% | +10.6% | +11.4% | +15.9% |
| 1Y | +2.2% | +9.1% | -6.9% | -2.0% |
| 3Y | +19.6% | +31.0% | -11.4% | +6.4% |
| All | -2.3% | +5.2% | -7.5% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling