+36.5%
USB vs VNQ
+14.0%
+22.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.3% | -0.3% |
| 7D | +2.4% | +6.8% | -4.4% | -2.3% |
| 30D | +6.6% | +10.0% | -3.4% | -0.3% |
| 3M | -4.1% | 0.0% | -4.1% | -4.4% |
| 6M | +12.5% | +4.5% | +8.0% | +8.6% |
| YTD | +17.6% | +13.9% | +3.7% | +6.5% |
| 1Y | +36.5% | +14.1% | +22.4% | +23.4% |
| All | +36.5% | +14.0% | +22.5% | +23.4% |
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