+14.1%
VNQ vs VMC
+3.7%
+10.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.6% | -1.4% | +2.2% |
| 7D | +6.8% | +12.3% | -5.5% | +4.4% |
| 30D | +10.0% | +21.2% | -11.3% | +6.0% |
| 3M | 0.0% | +4.6% | -4.7% | -1.2% |
| 6M | +4.5% | +3.9% | +0.6% | +3.2% |
| YTD | +13.9% | +5.0% | +9.0% | +10.9% |
| 1Y | +14.1% | +2.6% | +11.4% | +11.5% |
| All | +14.1% | +3.7% | +10.4% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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