+7.7%
V vs VNQ
+9.6%
-1.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | -1.7% | -1.3% | -0.5% | -1.3% |
| 30D | +2.0% | -2.9% | +4.9% | +3.1% |
| 3M | +17.4% | +0.8% | +16.6% | +17.2% |
| 6M | +17.5% | +2.5% | +15.0% | +16.1% |
| YTD | +7.6% | +10.6% | -3.0% | +3.3% |
| 1Y | +7.7% | +9.1% | -1.4% | +3.8% |
| All | +7.7% | +9.6% | -1.8% | +3.8% |
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