+2,826.7%
VRT vs VNQ
+58.4%
+2,768.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | +13.6% | -0.4% | +14.0% | +14.0% |
| 30D | +6.8% | -2.5% | +9.3% | +8.8% |
| 3M | -3.2% | +1.4% | -4.6% | -5.6% |
| 6M | +20.3% | +4.6% | +15.8% | +14.4% |
| YTD | +79.6% | +10.5% | +69.1% | +62.8% |
| 1Y | +139.0% | +8.4% | +130.6% | +119.4% |
| 3Y | +644.6% | +32.4% | +612.2% | +464.6% |
| 5Y | +1,024.4% | +5.5% | +1,018.9% | +958.5% |
| All | +2,826.7% | +58.4% | +2,768.3% | +2,022.3% |
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