-17.4%
TOST vs VNQ
+9.6%
-27.0%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.5% |
| 7D | -3.4% | -1.3% | -2.2% | -2.6% |
| 30D | -2.4% | -2.9% | +0.5% | -0.6% |
| 3M | +34.6% | +0.8% | +33.8% | +33.9% |
| 6M | +15.2% | +2.5% | +12.7% | +12.6% |
| YTD | -4.4% | +10.6% | -15.0% | -14.7% |
| 1Y | -17.4% | +9.1% | -26.5% | -26.1% |
| All | -17.4% | +9.6% | -27.0% | -26.1% |
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