+211.9%
TER vs VNQ
+5.5%
+206.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.7% | -2.8% |
| 7D | +9.4% | -2.6% | +12.0% | +11.9% |
| 30D | -2.4% | -2.3% | -0.1% | -0.5% |
| 3M | +6.5% | -2.8% | +9.3% | +7.4% |
| 6M | +23.2% | +2.5% | +20.7% | +18.4% |
| YTD | +91.5% | +8.4% | +83.0% | +74.4% |
| 1Y | +214.8% | +6.8% | +208.0% | +189.4% |
| 3Y | +275.3% | +29.9% | +245.4% | +178.7% |
| 5Y | +211.9% | +7.2% | +204.7% | +202.8% |
| All | +211.9% | +5.5% | +206.4% | +202.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling