+7.2%
VNQ vs SBAC
-45.4%
+52.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +2.0% | +0.3% |
| 7D | -2.6% | -5.3% | +2.6% | -0.4% |
| 30D | -2.3% | +0.4% | -2.7% | -2.6% |
| 3M | -2.8% | -11.9% | +9.1% | +2.0% |
| 6M | +2.5% | -4.5% | +7.0% | +2.7% |
| YTD | +8.4% | -4.3% | +12.8% | +8.2% |
| 1Y | +6.8% | -3.9% | +10.6% | +6.1% |
| 3Y | +29.9% | -11.0% | +40.9% | +30.7% |
| 5Y | +7.2% | -44.1% | +51.3% | +37.8% |
| All | +7.2% | -45.4% | +52.6% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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