+89.6%
VRT vs VNQ
+7.2%
+82.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.7% |
| 7D | -8.4% | -1.3% | -7.1% | -8.6% |
| 30D | -10.9% | -2.6% | -8.3% | -11.4% |
| 3M | -13.7% | -2.0% | -11.7% | -14.5% |
| 6M | -4.1% | +4.3% | -8.5% | -8.5% |
| YTD | +58.7% | +9.2% | +49.5% | +51.6% |
| 1Y | +89.6% | +5.6% | +84.0% | +82.2% |
| All | +89.6% | +7.2% | +82.4% | +82.2% |
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