+613.7%
SYK vs VNQ
+382.8%
+231.0%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.6% |
| 7D | -12.3% | -2.6% | -9.7% | -11.3% |
| 30D | -22.4% | -2.3% | -20.1% | -21.6% |
| 3M | -12.3% | -2.8% | -9.5% | -11.1% |
| 6M | -24.3% | +2.5% | -26.8% | -25.0% |
| YTD | -22.8% | +8.4% | -31.2% | -25.4% |
| 1Y | -28.8% | +6.8% | -35.5% | -30.7% |
| 3Y | -4.0% | +29.9% | -33.9% | -14.7% |
| 5Y | +3.8% | +7.2% | -3.4% | +0.5% |
| 10Y | +172.8% | +62.5% | +110.3% | +124.8% |
| All | +613.7% | +382.8% | +231.0% | +244.9% |
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