+392.1%
VNQ vs CRL
+509.0%
-117.0%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.8% |
| 7D | -0.4% | -0.6% | +0.2% | -0.3% |
| 30D | -2.5% | +5.0% | -7.5% | -4.2% |
| 3M | +1.4% | +50.6% | -49.2% | -12.1% |
| 6M | +4.6% | +60.9% | -56.4% | -12.6% |
| YTD | +10.5% | +40.7% | -30.2% | -4.1% |
| 1Y | +8.4% | +73.3% | -64.9% | -13.2% |
| 3Y | +32.4% | +40.6% | -8.1% | +6.1% |
| 5Y | +5.5% | -37.0% | +42.5% | +9.9% |
| 10Y | +59.1% | +244.3% | -185.2% | -22.1% |
| All | +392.1% | +509.0% | -117.0% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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