+5,121.6%
VRTX vs VNQ
+387.0%
+4,734.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.4% | -1.0% |
| 7D | -6.4% | -0.9% | -5.5% | -6.0% |
| 30D | -0.5% | -2.2% | +1.7% | +0.5% |
| 3M | +16.9% | -1.9% | +18.8% | +17.9% |
| 6M | +13.1% | +3.2% | +9.8% | +11.2% |
| YTD | +14.9% | +9.4% | +5.6% | +10.0% |
| 1Y | +31.4% | +7.5% | +23.9% | +26.8% |
| 3Y | +51.9% | +31.1% | +20.8% | +32.5% |
| 5Y | +177.1% | +6.6% | +170.5% | +163.1% |
| 10Y | +456.3% | +63.9% | +392.3% | +318.1% |
| All | +5,121.6% | +387.0% | +4,734.7% | +1,646.2% |
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 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