+52.6%
VXUS vs VNQ
+5.5%
+47.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.8% |
| 7D | -1.9% | -2.6% | +0.7% | -0.6% |
| 30D | -0.7% | -2.3% | +1.6% | +0.5% |
| 3M | +4.9% | -2.8% | +7.7% | +6.2% |
| 6M | +9.7% | +2.5% | +7.1% | +7.8% |
| YTD | +15.0% | +8.4% | +6.6% | +9.7% |
| 1Y | +22.4% | +6.8% | +15.7% | +17.7% |
| 3Y | +72.2% | +29.9% | +42.3% | +47.5% |
| 5Y | +52.6% | +7.2% | +45.4% | +44.5% |
| All | +52.6% | +5.5% | +47.1% | +44.5% |
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 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