+812.9%
VOO vs VNQ
+231.9%
+581.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.1% |
| 7D | -2.0% | -2.6% | +0.6% | -0.3% |
| 30D | -1.7% | -2.3% | +0.7% | -0.2% |
| 3M | +4.7% | -2.8% | +7.5% | +6.3% |
| 6M | +12.6% | +2.5% | +10.0% | +10.3% |
| YTD | +11.8% | +8.4% | +3.3% | +5.6% |
| 1Y | +17.5% | +6.8% | +10.8% | +12.0% |
| 3Y | +77.0% | +29.9% | +47.1% | +46.6% |
| 5Y | +82.6% | +7.2% | +75.4% | +70.4% |
| 10Y | +320.0% | +62.5% | +257.5% | +192.0% |
| All | +812.9% | +231.9% | +581.0% | +287.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 all: compounded portfolio wealth divided by compounded VNQ 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…
all analysis · Full analysis span regression · 6 months rolling