+392.1%
VNQ vs BBWI
+208.3%
+183.7%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.8% |
| 7D | -0.4% | +1.6% | -1.9% | -0.9% |
| 30D | -2.5% | -6.2% | +3.7% | -1.3% |
| 3M | +1.4% | +4.3% | -3.0% | -1.1% |
| 6M | +4.6% | -7.2% | +11.7% | +4.0% |
| YTD | +10.5% | -3.0% | +13.6% | +7.6% |
| 1Y | +8.4% | -30.8% | +39.1% | +14.2% |
| 3Y | +32.4% | -43.4% | +75.8% | +38.3% |
| 5Y | +5.5% | -66.7% | +72.2% | +22.1% |
| 10Y | +59.1% | -55.7% | +114.8% | +33.3% |
| All | +392.1% | +208.3% | +183.7% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling