-38.0%
VG vs VNQ
+12.9%
-50.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.2% |
| 7D | -2.5% | -0.4% | -2.1% | -2.3% |
| 30D | +11.1% | -2.5% | +13.6% | +12.4% |
| 3M | +14.9% | +1.4% | +13.5% | +12.8% |
| 6M | +18.4% | +4.6% | +13.8% | +11.5% |
| YTD | +116.6% | +10.5% | +106.0% | +87.0% |
| 1Y | +9.4% | +8.4% | +1.0% | -2.7% |
| All | -38.0% | +12.9% | -50.9% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling