+67.1%
V vs IYR
+5.6%
+61.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -1.1% | -0.4% | -0.7% | -0.9% |
| 30D | +1.9% | -2.5% | +4.4% | +3.4% |
| 3M | +15.5% | +1.5% | +14.1% | +14.5% |
| 6M | +16.6% | +3.9% | +12.8% | +13.8% |
| YTD | +5.7% | +9.5% | -3.8% | -0.1% |
| 1Y | +8.6% | +7.5% | +1.1% | +3.7% |
| 3Y | +52.5% | +30.8% | +21.7% | +28.1% |
| 5Y | +67.1% | +4.8% | +62.3% | +67.2% |
| All | +67.1% | +5.6% | +61.5% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 5y: compounded portfolio wealth divided by compounded IYR 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…
5y analysis · Full analysis span regression · 6 months rolling