+588.7%
VLO vs VNQ
+7.0%
+581.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.0% |
| 7D | +5.3% | -1.3% | +6.6% | +5.8% |
| 30D | +18.2% | -2.6% | +20.8% | +19.4% |
| 3M | +53.3% | -2.0% | +55.4% | +54.2% |
| 6M | +70.4% | +4.3% | +66.1% | +66.3% |
| YTD | +143.4% | +9.2% | +134.2% | +132.3% |
| 1Y | +153.0% | +5.6% | +147.4% | +145.1% |
| 3Y | +195.0% | +30.8% | +164.1% | +159.1% |
| All | +588.7% | +7.0% | +581.6% | +566.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling