+120.6%
VLO vs VNQ
+14.0%
+106.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.2% | -8.9% | -4.3% |
| 7D | -6.0% | +6.8% | -12.8% | -3.4% |
| 30D | -12.9% | +10.0% | -22.8% | -9.4% |
| 3M | +18.3% | 0.0% | +18.4% | +19.2% |
| 6M | +46.4% | +4.5% | +41.9% | +49.8% |
| YTD | +127.7% | +13.9% | +113.8% | +125.1% |
| 1Y | +120.6% | +14.1% | +106.6% | +118.1% |
| All | +120.6% | +14.0% | +106.6% | +118.1% |
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