+68.5%
VIAV vs VNQ
+13.7%
+54.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.2% | -5.4% | -2.6% |
| 7D | -14.7% | +6.8% | -21.5% | -15.7% |
| 30D | -37.4% | +10.0% | -47.3% | -39.0% |
| 3M | -27.1% | 0.0% | -27.1% | -25.8% |
| 6M | -44.0% | +4.5% | -48.5% | -46.4% |
| YTD | +64.9% | +13.9% | +50.9% | +43.3% |
| All | +68.5% | +13.7% | +54.8% | +46.4% |
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