+14.1%
VNQ vs AS
+3.3%
+10.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.1% | -1.9% | +2.5% |
| 7D | +6.8% | +13.8% | -7.0% | +5.2% |
| 30D | +10.0% | +16.7% | -6.7% | +8.0% |
| 3M | 0.0% | -11.5% | +11.5% | +1.0% |
| 6M | +4.5% | -5.5% | +10.0% | +4.6% |
| YTD | +13.9% | -14.2% | +28.1% | +14.1% |
| 1Y | +14.1% | +2.1% | +12.0% | +13.9% |
| All | +14.1% | +3.3% | +10.7% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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