+417.4%
WDC vs VNQ
+9.6%
+407.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.5% | +5.5% |
| 7D | +1.7% | -1.3% | +3.0% | +1.0% |
| 30D | -10.0% | -2.9% | -7.0% | -11.7% |
| 3M | -18.8% | +0.8% | -19.5% | -19.6% |
| 6M | +79.0% | +2.5% | +76.6% | +71.0% |
| YTD | +171.6% | +10.6% | +160.9% | +165.7% |
| 1Y | +417.4% | +9.1% | +408.3% | +407.5% |
| All | +417.4% | +9.6% | +407.8% | +407.5% |
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 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