+59.3%
WM vs VNQ
+7.5%
+51.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | +1.2% | +2.2% | -1.0% | +0.2% |
| 30D | +13.7% | +7.1% | +6.6% | +10.5% |
| 3M | +5.2% | +0.8% | +4.4% | +4.8% |
| 6M | +11.2% | +2.2% | +8.9% | +10.2% |
| YTD | +9.4% | +12.8% | -3.4% | +4.0% |
| 1Y | +20.4% | +11.7% | +8.7% | +14.9% |
| 3Y | +44.7% | +44.5% | +0.2% | +23.8% |
| All | +59.3% | +7.5% | +51.8% | +55.9% |
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 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