+3.6%
VNQ vs INFQ
-47.8%
+51.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -13.1% | +11.2% | -1.6% |
| 7D | +2.5% | -21.1% | +23.6% | +2.9% |
| 30D | +7.0% | -40.7% | +47.7% | +7.9% |
| 3M | -1.9% | -31.4% | +29.6% | -1.4% |
| 6M | +2.3% | -38.5% | +40.8% | +1.9% |
| All | +3.6% | -47.8% | +51.4% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 1y: compounded portfolio wealth divided by compounded INFQ 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…
1y analysis · Full analysis span regression · 6 months rolling