+5.5%
VNQ vs ACWI
+67.7%
-62.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | -0.4% | +1.1% | -1.5% | -1.2% |
| 30D | -2.5% | -0.2% | -2.3% | -2.4% |
| 3M | +1.4% | +4.7% | -3.3% | -2.5% |
| 6M | +4.6% | +14.5% | -9.9% | -6.8% |
| YTD | +10.5% | +14.6% | -4.1% | -1.7% |
| 1Y | +8.4% | +21.4% | -13.0% | -8.4% |
| 3Y | +32.4% | +77.6% | -45.2% | -21.0% |
| 5Y | +5.5% | +68.1% | -62.6% | -35.6% |
| All | +5.5% | +67.7% | -62.2% | -35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling