+12.3%
WFC vs VNQ
+9.6%
+2.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.2% |
| 7D | +3.8% | -1.3% | +5.0% | +4.5% |
| 30D | +1.5% | -2.9% | +4.4% | +3.1% |
| 3M | +10.9% | +0.8% | +10.1% | +10.0% |
| 6M | +8.4% | +2.5% | +6.0% | +6.3% |
| YTD | -1.9% | +10.6% | -12.5% | -8.7% |
| 1Y | +12.3% | +9.1% | +3.3% | +3.4% |
| All | +12.3% | +9.6% | +2.8% | +3.4% |
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