+7.2%
VNQ vs SPXU
-86.1%
+93.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +0.1% |
| 7D | -1.3% | +2.5% | -3.8% | -0.7% |
| 30D | -2.6% | +4.2% | -6.8% | -1.5% |
| 3M | -2.0% | -9.3% | +7.2% | -4.1% |
| 6M | +4.3% | -30.7% | +35.0% | -3.9% |
| YTD | +9.2% | -28.1% | +37.4% | +1.8% |
| 1Y | +5.6% | -35.2% | +40.9% | -3.7% |
| 3Y | +30.8% | -79.9% | +110.8% | -7.4% |
| All | +7.2% | -86.1% | +93.4% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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