+147.3%
VXUS vs VNQ
+64.0%
+83.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.6% |
| 7D | -1.4% | -1.3% | -0.2% | -0.8% |
| 30D | -0.5% | -2.6% | +2.1% | +0.9% |
| 3M | +2.6% | -2.0% | +4.6% | +3.4% |
| 6M | +10.9% | +4.3% | +6.5% | +8.0% |
| YTD | +16.1% | +9.2% | +6.9% | +10.3% |
| 1Y | +22.3% | +5.6% | +16.7% | +18.2% |
| 3Y | +72.0% | +30.8% | +41.2% | +46.4% |
| 5Y | +54.1% | +8.0% | +46.2% | +44.2% |
| All | +147.3% | +64.0% | +83.3% | +84.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling