+70.1%
VT vs VNQ
+39.1%
+31.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.8% | +0.5% |
| 7D | -2.3% | +1.9% | -4.2% | -3.2% |
| 30D | -5.0% | +7.9% | -12.9% | -8.4% |
| 3M | -4.9% | -1.5% | -3.4% | -4.2% |
| 6M | -1.5% | +0.3% | -1.9% | -2.0% |
| YTD | +8.5% | +11.3% | -2.8% | +2.1% |
| 1Y | +11.4% | +11.8% | -0.4% | +4.5% |
| 3Y | +70.1% | +40.8% | +29.2% | +43.5% |
| All | +70.1% | +39.1% | +31.0% | +43.5% |
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