+916.4%
VRT vs VNQ
+5.5%
+910.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.8% | -4.8% |
| 7D | -7.7% | -2.6% | -5.1% | -5.3% |
| 30D | -12.0% | -2.3% | -9.6% | -10.0% |
| 3M | -11.7% | -2.8% | -8.9% | -10.5% |
| 6M | -8.1% | +2.5% | -10.6% | -12.0% |
| YTD | +53.2% | +8.4% | +44.8% | +38.2% |
| 1Y | +81.7% | +6.8% | +74.9% | +65.8% |
| 3Y | +535.3% | +29.9% | +505.4% | +345.7% |
| 5Y | +916.4% | +7.2% | +909.2% | +883.9% |
| All | +916.4% | +5.5% | +910.8% | +883.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling