+7.2%
VNQ vs DAR
-6.7%
+13.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.6% |
| 7D | -2.6% | +0.9% | -3.6% | -2.8% |
| 30D | -2.3% | +6.4% | -8.8% | -3.5% |
| 3M | -2.8% | +13.2% | -16.0% | -5.3% |
| 6M | +2.5% | +26.2% | -23.7% | -2.4% |
| YTD | +8.4% | +84.4% | -75.9% | -4.1% |
| 1Y | +6.8% | +112.0% | -105.3% | -8.5% |
| 3Y | +29.9% | +13.4% | +16.6% | +23.8% |
| 5Y | +7.2% | -6.0% | +13.2% | +3.9% |
| All | +7.2% | -6.7% | +13.9% | +3.9% |
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