-26.6%
WDAY vs VNQ
+29.8%
-56.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.1% |
| 7D | -10.5% | -2.6% | -7.9% | -9.4% |
| 30D | +2.1% | -2.3% | +4.5% | +3.4% |
| 3M | +34.6% | -2.8% | +37.4% | +37.0% |
| 6M | +29.9% | +2.5% | +27.4% | +28.5% |
| YTD | -13.8% | +8.4% | -22.3% | -17.4% |
| 1Y | -18.3% | +6.8% | -25.0% | -21.1% |
| All | -26.6% | +29.8% | -56.4% | -37.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling