+7,498.7%
URI vs VNQ
+399.1%
+7,099.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +6.7% | +0.8% | +5.9% | +6.1% |
| 30D | +8.9% | +6.8% | +2.1% | +3.1% |
| 3M | +0.5% | -1.3% | +1.8% | +1.5% |
| 6M | +20.7% | +2.4% | +18.3% | +17.6% |
| YTD | +40.0% | +12.1% | +27.9% | +26.7% |
| 1Y | +34.4% | +12.0% | +22.4% | +21.8% |
| 3Y | +149.5% | +44.8% | +104.7% | +83.7% |
| 5Y | +205.6% | +6.9% | +198.7% | +190.6% |
| 10Y | +1,183.1% | +82.9% | +1,100.2% | +707.9% |
| All | +7,498.7% | +399.1% | +7,099.6% | +1,945.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling