+3,842.8%
VLO vs VNQ
+387.0%
+3,455.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.2% |
| 7D | +6.2% | -0.9% | +7.1% | +6.8% |
| 30D | +23.5% | -2.2% | +25.7% | +25.2% |
| 3M | +53.9% | -1.9% | +55.8% | +55.3% |
| 6M | +81.7% | +3.2% | +78.4% | +76.1% |
| YTD | +142.5% | +9.4% | +133.1% | +126.3% |
| 1Y | +145.4% | +7.5% | +137.9% | +131.4% |
| 3Y | +197.3% | +31.1% | +166.3% | +143.5% |
| 5Y | +614.6% | +6.6% | +608.0% | +554.6% |
| 10Y | +938.9% | +63.9% | +874.9% | +639.7% |
| All | +3,842.8% | +387.0% | +3,455.8% | +1,391.2% |
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