+2,687.1%
VGT vs VNQ
+386.3%
+2,300.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.8% |
| 7D | -0.2% | -1.3% | +1.1% | +0.5% |
| 30D | -0.4% | -2.6% | +2.1% | +0.8% |
| 3M | +4.4% | -2.0% | +6.5% | +5.1% |
| 6M | +32.1% | +4.3% | +27.7% | +28.7% |
| YTD | +28.8% | +9.2% | +19.6% | +22.6% |
| 1Y | +35.3% | +5.6% | +29.7% | +30.8% |
| 3Y | +124.8% | +30.8% | +93.9% | +94.1% |
| 5Y | +137.9% | +8.0% | +129.9% | +126.7% |
| 10Y | +814.2% | +63.7% | +750.5% | +612.1% |
| All | +2,687.1% | +386.3% | +2,300.9% | +1,089.8% |
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