+9,007.0%
WDC vs VNQ
+387.0%
+8,620.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.1% | +1.7% |
| 7D | +7.5% | -0.9% | +8.3% | +8.0% |
| 30D | +10.1% | -2.2% | +12.3% | +11.6% |
| 3M | -6.8% | -1.9% | -4.9% | -6.8% |
| 6M | +84.1% | +3.2% | +80.9% | +77.9% |
| YTD | +180.3% | +9.4% | +170.9% | +159.8% |
| 1Y | +411.1% | +7.5% | +403.6% | +377.9% |
| 3Y | +1,375.0% | +31.1% | +1,343.9% | +1,097.5% |
| 5Y | +991.6% | +6.6% | +985.0% | +925.9% |
| 10Y | +1,309.1% | +63.9% | +1,245.1% | +928.4% |
| All | +9,007.0% | +387.0% | +8,620.0% | +3,226.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling