+11.3%
VNQ vs BIYA
-99.8%
+111.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +0.7% |
| 7D | -1.3% | -1.8% | +0.5% | -1.3% |
| 30D | -2.6% | -17.5% | +14.9% | -2.6% |
| 3M | -2.0% | -78.0% | +76.0% | -1.6% |
| 6M | +4.3% | -89.5% | +93.8% | +5.0% |
| YTD | +9.2% | -94.3% | +103.5% | +10.4% |
| 1Y | +5.6% | -98.6% | +104.2% | +8.2% |
| All | +11.3% | -99.8% | +111.1% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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