+2,874.5%
V vs VNQ
+234.1%
+2,640.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | 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% | +3.3% |
| 3M | +15.5% | +1.4% | +14.2% | +14.6% |
| 6M | +16.6% | +4.6% | +12.1% | +13.7% |
| YTD | +5.7% | +10.5% | -4.8% | -0.1% |
| 1Y | +8.6% | +8.4% | +0.2% | +3.6% |
| 3Y | +52.5% | +32.4% | +20.1% | +29.5% |
| 5Y | +67.1% | +5.5% | +61.7% | +59.4% |
| 10Y | +376.8% | +59.1% | +317.7% | +265.3% |
| All | +2,874.5% | +234.1% | +2,640.5% | +1,485.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling