+45.1%
WM vs VNQ
+31.8%
+13.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -0.9% | -0.4% | -0.5% | -0.8% |
| 30D | -4.3% | -2.5% | -1.8% | -3.5% |
| 3M | +0.8% | +1.4% | -0.6% | +0.4% |
| 6M | -10.8% | +4.6% | -15.3% | -12.1% |
| YTD | -0.1% | +10.5% | -10.6% | -3.4% |
| 1Y | +1.0% | +8.4% | -7.4% | -1.7% |
| 3Y | +45.1% | +32.4% | +12.7% | +38.9% |
| All | +45.1% | +31.8% | +13.3% | +38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling