+89.7%
VTRS vs VNQ
+14.0%
+75.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.2% | -1.6% | -1.0% |
| 7D | +2.4% | +6.8% | -4.4% | -3.2% |
| 30D | +9.1% | +10.0% | -0.9% | +0.6% |
| 3M | +9.4% | 0.0% | +9.4% | +9.8% |
| 6M | +28.3% | +4.5% | +23.8% | +23.5% |
| YTD | +58.0% | +13.9% | +44.1% | +36.2% |
| 1Y | +89.7% | +14.1% | +75.7% | +63.2% |
| All | +89.7% | +14.0% | +75.7% | +63.2% |
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 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