+7.2%
VNQ vs WAB
+221.8%
-214.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.3% | +0.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | -2.6% | -4.1% | +1.5% | -1.2% |
| 3M | -2.0% | +8.2% | -10.2% | -5.4% |
| 6M | +4.3% | +15.4% | -11.1% | -2.2% |
| YTD | +9.2% | +33.1% | -23.9% | -3.4% |
| 1Y | +5.6% | +48.1% | -42.5% | -10.8% |
| 3Y | +30.8% | +167.7% | -136.9% | -17.8% |
| All | +7.2% | +221.8% | -214.5% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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