+746.4%
TEAM vs VNQ
+85.9%
+660.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +1.5% |
| 7D | -4.7% | -0.9% | -3.8% | -4.1% |
| 30D | +17.0% | -2.2% | +19.3% | +18.9% |
| 3M | +85.9% | -1.9% | +87.8% | +88.9% |
| 6M | +116.7% | +3.2% | +113.4% | +110.8% |
| YTD | +9.6% | +9.4% | +0.2% | +1.7% |
| 1Y | -2.5% | +7.5% | -10.1% | -8.5% |
| 3Y | -14.0% | +31.1% | -45.0% | -29.8% |
| 5Y | -53.1% | +6.6% | -59.6% | -55.4% |
| 10Y | +502.9% | +63.9% | +439.0% | +362.5% |
| All | +746.4% | +85.9% | +660.4% | +444.2% |
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 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