+558.1%
VRT vs VNQ
+30.7%
+527.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.3% |
| 7D | -8.4% | -1.3% | -7.1% | -7.8% |
| 30D | -10.9% | -2.6% | -8.3% | -9.8% |
| 3M | -13.7% | -2.0% | -11.7% | -13.5% |
| 6M | -4.1% | +4.3% | -8.5% | -7.6% |
| YTD | +58.7% | +9.2% | +49.5% | +48.8% |
| 1Y | +89.6% | +5.6% | +84.0% | +81.2% |
| 3Y | +558.1% | +30.8% | +527.3% | +476.0% |
| All | +558.1% | +30.7% | +527.5% | +476.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling