-48.1%
TOST vs VNQ
+8.0%
-56.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -1.1% |
| 7D | -4.7% | -0.9% | -3.8% | -3.5% |
| 30D | -9.1% | -2.2% | -6.8% | -6.2% |
| 3M | +29.8% | -1.9% | +31.7% | +32.9% |
| 6M | +10.0% | +3.2% | +6.8% | +3.9% |
| YTD | -8.6% | +9.4% | -18.0% | -20.9% |
| 1Y | -20.7% | +7.5% | -28.2% | -29.5% |
| 3Y | +55.7% | +31.1% | +24.7% | +1.9% |
| All | -48.1% | +8.0% | -56.0% | -48.1% |
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 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