+11.4%
WBD vs VNQ
+64.0%
-52.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.1% |
| 7D | -0.7% | -1.3% | +0.5% | +0.3% |
| 30D | +1.4% | -2.6% | +4.0% | +3.5% |
| 3M | +4.4% | -2.0% | +6.4% | +5.8% |
| 6M | +0.8% | +4.3% | -3.5% | -3.3% |
| YTD | -2.7% | +9.2% | -11.9% | -10.3% |
| 1Y | +73.4% | +5.6% | +67.8% | +64.2% |
| 3Y | +142.1% | +30.8% | +111.3% | +98.4% |
| 5Y | +7.2% | +8.0% | -0.7% | +0.6% |
| All | +11.4% | +64.0% | -52.7% | -20.2% |
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 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