-4.5%
TT vs VNQ
+14.0%
-18.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.2% | -4.8% | -2.6% |
| 7D | -8.5% | +6.8% | -15.3% | -10.5% |
| 30D | -12.8% | +10.0% | -22.8% | -16.0% |
| 3M | -12.9% | 0.0% | -12.8% | -12.1% |
| 6M | -15.2% | +4.5% | -19.7% | -17.5% |
| YTD | +6.2% | +13.9% | -7.7% | -3.9% |
| 1Y | -4.5% | +14.1% | -18.6% | -13.7% |
| All | -4.5% | +14.0% | -18.5% | -13.7% |
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