+31.8%
USB vs VNQ
+11.4%
+20.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | 0.0% | +1.9% | -1.9% | -1.3% |
| 30D | +5.8% | +7.9% | -2.1% | +0.3% |
| 3M | -6.0% | -1.5% | -4.5% | -5.2% |
| 6M | +7.8% | +0.3% | +7.4% | +7.0% |
| YTD | +14.6% | +11.3% | +3.3% | +5.5% |
| 1Y | +31.8% | +11.8% | +20.0% | +20.8% |
| All | +31.8% | +11.4% | +20.4% | +20.8% |
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