+29.9%
VNQ vs BB
+62.2%
-32.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.7% |
| 7D | -2.6% | -2.1% | -0.5% | -2.5% |
| 30D | -2.3% | -16.0% | +13.7% | -1.3% |
| 3M | -2.8% | -14.5% | +11.7% | -2.5% |
| 6M | +2.5% | +118.6% | -116.0% | -6.3% |
| YTD | +8.4% | +98.9% | -90.5% | -0.1% |
| 1Y | +6.8% | +99.5% | -92.7% | -2.2% |
| All | +29.9% | +62.2% | -32.2% | +10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling