+23.3%
VTV vs VNQ
+11.6%
+11.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.2% | -2.3% |
| 7D | -2.2% | +2.5% | -4.7% | -3.2% |
| 30D | +2.2% | +7.0% | -4.8% | -0.7% |
| 3M | +0.4% | -1.9% | +2.3% | +1.2% |
| 6M | +9.4% | +2.3% | +7.2% | +8.0% |
| YTD | +19.0% | +11.8% | +7.2% | +10.7% |
| 1Y | +23.3% | +11.9% | +11.5% | +14.7% |
| All | +23.3% | +11.6% | +11.7% | +14.7% |
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