+123.4%
VRT vs VNQ
+9.6%
+113.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.0% | +4.2% |
| 7D | +9.1% | -1.3% | +10.4% | +8.7% |
| 30D | +0.9% | -2.9% | +3.9% | +0.2% |
| 3M | -13.4% | +0.8% | -14.2% | -14.4% |
| 6M | +11.7% | +2.5% | +9.2% | +7.6% |
| YTD | +73.2% | +10.6% | +62.6% | +67.5% |
| 1Y | +123.4% | +9.1% | +114.3% | +116.4% |
| All | +123.4% | +9.6% | +113.9% | +116.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling