-6.4%
T vs VNQ
+14.0%
-20.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.2% | -1.1% | +0.5% |
| 7D | +5.5% | +6.8% | -1.3% | +2.2% |
| 30D | -8.9% | +10.0% | -18.9% | -12.8% |
| 3M | -5.6% | 0.0% | -5.5% | -5.2% |
| 6M | -14.3% | +4.5% | -18.8% | -15.0% |
| YTD | -7.9% | +13.9% | -21.9% | -10.7% |
| 1Y | -6.4% | +14.1% | -20.5% | -9.3% |
| All | -6.4% | +14.0% | -20.4% | -9.3% |
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