-34.9%
VST vs VNQ
+14.0%
-48.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +3.2% | -17.0% | -14.3% |
| 7D | -15.7% | +6.8% | -22.5% | -17.4% |
| 30D | -17.0% | +10.0% | -26.9% | -20.0% |
| 3M | -15.9% | 0.0% | -15.8% | -14.9% |
| 6M | -25.0% | +4.5% | -29.5% | -27.4% |
| YTD | -25.1% | +13.9% | -39.0% | -31.3% |
| 1Y | -34.9% | +14.1% | -48.9% | -40.4% |
| All | -34.9% | +14.0% | -48.9% | -40.4% |
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