+29.3%
V vs VNQ
+14.0%
+15.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.2% | +0.7% | +2.4% |
| 7D | +9.0% | +6.8% | +2.2% | +6.0% |
| 30D | +18.1% | +10.0% | +8.1% | +13.5% |
| 3M | +18.3% | 0.0% | +18.4% | +17.7% |
| 6M | +34.1% | +4.5% | +29.6% | +31.5% |
| YTD | +25.2% | +13.9% | +11.3% | +18.2% |
| 1Y | +29.3% | +14.1% | +15.3% | +22.0% |
| All | +29.3% | +14.0% | +15.3% | +22.0% |
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