+15.6%
U vs VNQ
+30.7%
-15.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +3.6% |
| 7D | +5.5% | -1.3% | +6.8% | +7.1% |
| 30D | -1.3% | -2.6% | +1.3% | +1.9% |
| 3M | +64.6% | -2.0% | +66.6% | +67.5% |
| 6M | +119.4% | +4.3% | +115.0% | +104.7% |
| YTD | -0.5% | +9.2% | -9.7% | -12.8% |
| 1Y | +1.3% | +5.6% | -4.3% | -7.3% |
| 3Y | +15.6% | +30.8% | -15.2% | -21.3% |
| All | +15.6% | +30.7% | -15.1% | -21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling