-25.8%
TE vs VNQ
+14.0%
-39.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.2% | -6.7% | -2.9% |
| 7D | +3.8% | +6.8% | -3.0% | +4.9% |
| 30D | -26.2% | +10.0% | -36.2% | -25.2% |
| 3M | -49.7% | 0.0% | -49.7% | -50.4% |
| 6M | -46.5% | +4.5% | -51.0% | -48.4% |
| YTD | -59.1% | +13.9% | -73.1% | -59.6% |
| 1Y | -25.8% | +14.1% | -39.9% | -27.4% |
| All | -25.8% | +14.0% | -39.8% | -27.4% |
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