+60.7%
VG vs VNQ
+11.3%
+49.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.5% |
| 7D | -7.7% | +2.2% | -9.9% | -5.3% |
| 30D | -8.8% | +7.1% | -15.9% | -1.9% |
| 3M | -15.6% | +0.8% | -16.5% | -15.0% |
| 6M | +5.2% | +2.2% | +3.0% | +8.2% |
| YTD | +76.9% | +12.8% | +64.1% | +77.7% |
| All | +60.7% | +11.3% | +49.3% | +65.2% |
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