+75.0%
VTI vs VNQ
+7.0%
+68.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.4% |
| 7D | -0.9% | -1.3% | +0.4% | -0.1% |
| 30D | -1.4% | -2.6% | +1.1% | +0.1% |
| 3M | +3.6% | -2.0% | +5.6% | +4.6% |
| 6M | +13.6% | +4.3% | +9.3% | +10.0% |
| YTD | +12.9% | +9.2% | +3.7% | +6.0% |
| 1Y | +17.2% | +5.6% | +11.6% | +12.4% |
| 3Y | +75.7% | +30.8% | +44.8% | +43.7% |
| All | +75.0% | +7.0% | +68.0% | +67.3% |
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 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