-39.3%
VG vs VNQ
+13.0%
-52.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | -0.1% |
| 7D | +1.7% | -1.3% | +2.9% | +2.3% |
| 30D | +16.0% | -2.9% | +18.9% | +17.6% |
| 3M | +9.7% | +0.8% | +8.9% | +8.2% |
| 6M | +29.6% | +2.5% | +27.1% | +25.4% |
| YTD | +112.0% | +10.6% | +101.4% | +83.0% |
| 1Y | +12.8% | +9.1% | +3.7% | -0.6% |
| All | -39.3% | +13.0% | -52.3% | -35.5% |
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