+489.2%
VALE vs VNQ
+64.0%
+425.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.8% |
| 7D | -0.3% | -1.3% | +1.0% | +0.6% |
| 30D | +8.6% | -2.6% | +11.2% | +10.5% |
| 3M | +2.0% | -2.0% | +4.0% | +3.1% |
| 6M | +2.1% | +4.3% | -2.2% | -1.1% |
| YTD | +20.2% | +9.2% | +11.0% | +12.7% |
| 1Y | +55.2% | +5.6% | +49.5% | +48.6% |
| 3Y | +45.9% | +30.8% | +15.0% | +18.7% |
| 5Y | +41.4% | +8.0% | +33.4% | +30.1% |
| All | +489.2% | +64.0% | +425.2% | +317.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling