+84.4%
TSM vs VNQ
+9.6%
+74.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.5% | +2.8% |
| 7D | +2.7% | -1.3% | +4.0% | +2.7% |
| 30D | +3.6% | -2.9% | +6.5% | +3.5% |
| 3M | -3.4% | +0.8% | -4.2% | -4.7% |
| 6M | +20.6% | +2.5% | +18.1% | +16.1% |
| YTD | +41.9% | +10.6% | +31.2% | +34.0% |
| 1Y | +84.4% | +9.1% | +75.3% | +72.1% |
| All | +84.4% | +9.6% | +74.8% | +72.1% |
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