+6.8%
VNQ vs ACWI
+19.1%
-12.3%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.6% |
| 7D | -2.6% | -1.9% | -0.7% | -2.0% |
| 30D | -2.3% | -1.3% | -1.0% | -2.0% |
| 3M | -2.8% | +5.0% | -7.8% | -4.5% |
| 6M | +2.5% | +11.7% | -9.2% | -2.7% |
| YTD | +8.4% | +13.0% | -4.5% | +2.2% |
| 1Y | +6.8% | +19.2% | -12.5% | -2.9% |
| All | +6.8% | +19.1% | -12.3% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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