-2.3%
SW vs VNQ
+6.7%
-9.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -2.9% | +0.8% | -3.7% | -3.4% |
| 30D | +5.0% | +6.8% | -1.7% | +1.0% |
| 3M | -13.7% | -1.3% | -12.4% | -12.9% |
| 6M | +8.0% | +2.4% | +5.6% | +6.8% |
| YTD | +14.0% | +12.1% | +1.8% | +7.4% |
| 1Y | +25.6% | +12.0% | +13.6% | +18.5% |
| 3Y | +40.1% | +44.8% | -4.7% | +20.1% |
| All | -2.3% | +6.7% | -9.0% | -12.1% |
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