+7,597.3%
URI vs VNQ
+399.0%
+7,198.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | +9.3% | +0.2% | +9.1% | +9.2% |
| 30D | +7.6% | +5.8% | +1.8% | +2.6% |
| 3M | +1.0% | 0.0% | +1.1% | +0.9% |
| 6M | +19.8% | +1.5% | +18.4% | +17.6% |
| YTD | +41.9% | +12.1% | +29.8% | +28.4% |
| 1Y | +33.4% | +10.6% | +22.8% | +22.1% |
| 3Y | +156.0% | +43.5% | +112.5% | +89.9% |
| 5Y | +209.5% | +6.8% | +202.7% | +194.4% |
| 10Y | +1,199.8% | +82.9% | +1,116.9% | +718.6% |
| All | +7,597.3% | +399.0% | +7,198.3% | +1,972.7% |
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