+11.5%
TPR vs VNQ
+6.6%
+4.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.7% |
| 7D | -5.1% | -2.6% | -2.5% | -2.8% |
| 30D | -27.6% | -2.3% | -25.2% | -26.3% |
| 3M | -17.5% | -2.8% | -14.7% | -15.9% |
| 6M | -21.3% | +2.5% | -23.8% | -24.2% |
| YTD | -8.5% | +8.4% | -16.9% | -16.5% |
| 1Y | +11.5% | +6.8% | +4.7% | +0.9% |
| All | +11.5% | +6.6% | +4.9% | +0.9% |
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