+148.3%
TT vs VNQ
+6.5%
+141.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | +0.3% |
| 7D | +1.4% | -0.9% | +2.3% | +2.0% |
| 30D | -6.7% | -2.2% | -4.4% | -5.2% |
| 3M | -5.4% | -1.9% | -3.5% | -4.6% |
| 6M | +4.4% | +3.2% | +1.1% | +1.5% |
| YTD | +14.9% | +9.4% | +5.5% | +7.3% |
| 1Y | +9.3% | +7.5% | +1.7% | +3.1% |
| 3Y | +121.7% | +31.1% | +90.7% | +77.9% |
| All | +148.3% | +6.5% | +141.8% | +130.8% |
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