-21.2%
TMUS vs VNQ
+14.0%
-35.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.2% | -0.1% | +1.8% |
| 7D | +7.5% | +6.8% | +0.7% | +4.9% |
| 30D | -3.3% | +10.0% | -13.3% | -6.7% |
| 3M | -9.7% | 0.0% | -9.6% | -8.8% |
| 6M | -17.2% | +4.5% | -21.7% | -17.2% |
| YTD | -20.3% | +13.9% | -34.3% | -21.8% |
| 1Y | -21.2% | +14.1% | -35.3% | -22.7% |
| All | -21.2% | +14.0% | -35.2% | -22.7% |
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 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