+25.8%
TMO vs VNQ
+9.6%
+16.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.4% |
| 7D | -1.4% | -1.3% | -0.1% | -0.7% |
| 30D | +6.2% | -2.9% | +9.2% | +7.8% |
| 3M | +27.5% | +0.8% | +26.7% | +26.7% |
| 6M | +20.0% | +2.5% | +17.5% | +17.9% |
| YTD | +6.1% | +10.6% | -4.5% | -1.1% |
| 1Y | +25.8% | +9.1% | +16.8% | +18.8% |
| All | +25.8% | +9.6% | +16.3% | +18.8% |
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 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