+61.8%
VNQ vs BB
+1.6%
+60.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.5% |
| 7D | -1.3% | -0.4% | -0.9% | -1.2% |
| 30D | -2.6% | -12.5% | +10.0% | -1.4% |
| 3M | -2.0% | -17.4% | +15.4% | -1.0% |
| 6M | +4.3% | +119.1% | -114.8% | -6.0% |
| YTD | +9.2% | +102.4% | -93.1% | -0.8% |
| 1Y | +5.6% | +98.2% | -92.6% | -4.3% |
| 3Y | +30.8% | +46.9% | -16.1% | +18.4% |
| 5Y | +8.0% | -26.4% | +34.4% | +1.8% |
| All | +61.8% | +1.6% | +60.2% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling