+61.8%
VNQ vs BN
+265.2%
-203.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | -1.3% | -5.2% | +3.9% | +1.2% |
| 30D | -2.6% | -14.5% | +11.9% | +4.6% |
| 3M | -2.0% | -15.0% | +13.0% | +5.3% |
| 6M | +4.3% | -5.4% | +9.7% | +6.0% |
| YTD | +9.2% | -16.4% | +25.7% | +16.9% |
| 1Y | +5.6% | -16.2% | +21.9% | +12.3% |
| 3Y | +30.8% | +67.5% | -36.7% | -5.2% |
| 5Y | +8.0% | +34.1% | -26.2% | -15.0% |
| All | +61.8% | +265.2% | -203.4% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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