+6.1%
VNQ vs DAR
-27.0%
+33.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | +0.8% | +11.6% | -10.8% | -1.1% |
| 30D | +6.8% | -10.2% | +17.0% | +8.6% |
| 3M | -1.3% | -14.8% | +13.5% | +1.1% |
| 6M | +2.4% | -10.1% | +12.4% | +3.5% |
| YTD | +12.1% | +55.5% | -43.4% | +1.7% |
| 1Y | +12.0% | +61.7% | -49.7% | +0.7% |
| 3Y | +44.8% | +37.2% | +7.6% | +30.2% |
| All | +6.1% | -27.0% | +33.1% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling