+277.6%
UNP vs VNQ
+64.0%
+213.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -1.0% |
| 7D | -1.8% | -1.3% | -0.5% | -1.0% |
| 30D | -2.7% | -2.6% | -0.1% | -1.1% |
| 3M | +6.5% | -2.0% | +8.5% | +7.9% |
| 6M | +14.4% | +4.3% | +10.0% | +11.1% |
| YTD | +24.8% | +9.2% | +15.6% | +17.7% |
| 1Y | +34.4% | +5.6% | +28.8% | +29.5% |
| 3Y | +43.6% | +30.8% | +12.7% | +19.0% |
| 5Y | +53.2% | +8.0% | +45.2% | +42.5% |
| All | +277.6% | +64.0% | +213.6% | +166.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling