+36.0%
TSM vs VNQ
+14.0%
+22.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.2% | -5.4% | -1.7% |
| 7D | -10.0% | +6.8% | -16.8% | -9.0% |
| 30D | -18.5% | +10.0% | -28.5% | -17.5% |
| 3M | -4.9% | 0.0% | -4.8% | -4.4% |
| 6M | -1.0% | +4.5% | -5.5% | -2.0% |
| YTD | +31.3% | +13.9% | +17.3% | +25.7% |
| 1Y | +36.0% | +14.1% | +22.0% | +30.0% |
| All | +36.0% | +14.0% | +22.0% | +30.0% |
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