+49.5%
TXN vs VNQ
+7.2%
+42.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +3.6% |
| 7D | +4.0% | -1.3% | +5.2% | +4.3% |
| 30D | -2.9% | -2.6% | -0.3% | -2.3% |
| 3M | -9.1% | -2.0% | -7.1% | -9.5% |
| 6M | +36.6% | +4.3% | +32.3% | +29.6% |
| YTD | +57.5% | +9.2% | +48.3% | +44.2% |
| 1Y | +49.5% | +5.6% | +43.9% | +36.9% |
| All | +49.5% | +7.2% | +42.3% | +36.9% |
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