+14.1%
VNQ vs LEN
-21.9%
+35.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +7.1% | -3.9% | +2.0% |
| 7D | +6.8% | +10.5% | -3.7% | +5.0% |
| 30D | +10.0% | +24.6% | -14.7% | +6.0% |
| 3M | 0.0% | +6.6% | -6.7% | -1.4% |
| 6M | +4.5% | +10.6% | -6.2% | +2.0% |
| YTD | +13.9% | -8.3% | +22.2% | +13.7% |
| 1Y | +14.1% | -22.5% | +36.6% | +16.6% |
| All | +14.1% | -21.9% | +35.9% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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