+129.7%
VTR vs VNQ
+30.7%
+99.0%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -1.1% |
| 7D | -0.3% | -1.3% | +1.0% | +0.7% |
| 30D | +1.1% | -2.6% | +3.7% | +3.3% |
| 3M | +7.9% | -2.0% | +9.9% | +9.9% |
| 6M | +6.2% | +4.3% | +1.8% | +2.8% |
| YTD | +17.7% | +9.2% | +8.5% | +9.8% |
| 1Y | +32.9% | +5.6% | +27.3% | +27.3% |
| 3Y | +129.7% | +30.8% | +98.8% | +83.5% |
| All | +129.7% | +30.7% | +99.0% | +83.5% |
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