+51.6%
WM vs VNQ
+5.0%
+46.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | -1.2% | -0.9% | -0.3% | -0.8% |
| 30D | -4.5% | -2.2% | -2.2% | -3.6% |
| 3M | -2.2% | -1.9% | -0.3% | -1.4% |
| 6M | -11.5% | +3.2% | -14.7% | -12.6% |
| YTD | -0.7% | +9.4% | -10.1% | -4.3% |
| 1Y | +0.3% | +7.5% | -7.2% | -2.6% |
| 3Y | +44.2% | +31.1% | +13.1% | +28.6% |
| 5Y | +51.6% | +6.6% | +45.1% | +48.0% |
| All | +51.6% | +5.0% | +46.7% | +48.0% |
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