-16.0%
TEAM vs VNQ
+30.7%
-46.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.4% |
| 7D | -5.2% | -1.3% | -3.9% | -4.4% |
| 30D | +15.8% | -2.6% | +18.3% | +17.8% |
| 3M | +101.5% | -2.0% | +103.5% | +104.9% |
| 6M | +138.2% | +4.3% | +133.8% | +129.6% |
| YTD | +10.8% | +9.2% | +1.6% | +2.1% |
| 1Y | +1.7% | +5.6% | -3.9% | -3.6% |
| 3Y | -16.0% | +30.8% | -46.9% | -34.2% |
| All | -16.0% | +30.7% | -46.7% | -34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling