+120.8%
WFC vs VNQ
+6.3%
+114.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.3% |
| 7D | +0.3% | -2.6% | +2.9% | +2.0% |
| 30D | +2.3% | -2.3% | +4.6% | +3.8% |
| 3M | +9.8% | -2.8% | +12.5% | +11.6% |
| 6M | +15.6% | +2.5% | +13.0% | +13.3% |
| YTD | -2.4% | +8.4% | -10.9% | -7.9% |
| 1Y | +13.8% | +6.8% | +7.1% | +8.5% |
| 3Y | +134.6% | +29.9% | +104.7% | +93.9% |
| All | +120.8% | +6.3% | +114.5% | +112.7% |
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