+61.8%
VNQ vs BIDU
-48.7%
+110.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.6% |
| 7D | -1.3% | -8.1% | +6.8% | -0.4% |
| 30D | -2.6% | -12.8% | +10.2% | -1.2% |
| 3M | -2.0% | -21.3% | +19.3% | +0.3% |
| 6M | +4.3% | -27.0% | +31.3% | +7.3% |
| YTD | +9.2% | -30.0% | +39.3% | +12.5% |
| 1Y | +5.6% | -18.3% | +23.9% | +6.1% |
| 3Y | +30.8% | -33.8% | +64.7% | +32.5% |
| 5Y | +8.0% | -44.3% | +52.3% | +7.6% |
| All | +61.8% | -48.7% | +110.5% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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