+30.8%
VNQ vs QSR
+25.8%
+5.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | -1.3% | -4.0% | +2.7% | -0.2% |
| 30D | -2.6% | +2.8% | -5.3% | -3.3% |
| 3M | -2.0% | +5.1% | -7.1% | -3.5% |
| 6M | +4.3% | +8.8% | -4.5% | +1.5% |
| YTD | +9.2% | +14.8% | -5.6% | +4.3% |
| 1Y | +5.6% | +25.7% | -20.1% | -2.2% |
| 3Y | +30.8% | +27.5% | +3.3% | +16.3% |
| All | +30.8% | +25.8% | +5.0% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 3y: compounded portfolio wealth divided by compounded QSR 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…
3y analysis · Full analysis span regression · 6 months rolling