+1,851.9%
TER vs VNQ
+64.0%
+1,787.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.0% |
| 7D | +6.4% | -1.3% | +7.6% | +7.4% |
| 30D | -5.7% | -2.6% | -3.1% | -3.8% |
| 3M | -0.4% | -2.0% | +1.6% | -0.2% |
| 6M | +25.8% | +4.3% | +21.5% | +20.2% |
| YTD | +96.4% | +9.2% | +87.2% | +80.4% |
| 1Y | +229.2% | +5.6% | +223.6% | +209.9% |
| 3Y | +288.1% | +30.8% | +257.3% | +203.6% |
| 5Y | +219.9% | +8.0% | +212.0% | +196.9% |
| All | +1,851.9% | +64.0% | +1,787.9% | +1,223.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling