+916.1%
WDC vs VNQ
+7.0%
+909.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.5% |
| 7D | -4.3% | -1.3% | -3.0% | -3.5% |
| 30D | -1.5% | -2.6% | +1.1% | +0.2% |
| 3M | -15.5% | -2.0% | -13.5% | -15.6% |
| 6M | +66.5% | +4.3% | +62.1% | +58.0% |
| YTD | +159.9% | +9.2% | +150.6% | +137.0% |
| 1Y | +366.0% | +5.6% | +360.3% | +335.3% |
| 3Y | +1,285.8% | +30.8% | +1,255.0% | +967.5% |
| All | +916.1% | +7.0% | +909.1% | +882.7% |
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