+57.4%
XLE vs VNQ
+29.8%
+27.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | +0.5% | -2.6% | +3.1% | +1.4% |
| 30D | +6.6% | -2.3% | +8.9% | +7.4% |
| 3M | +12.3% | -2.8% | +15.1% | +13.2% |
| 6M | +18.4% | +2.5% | +15.9% | +16.5% |
| YTD | +47.2% | +8.4% | +38.8% | +41.0% |
| 1Y | +50.3% | +6.8% | +43.5% | +44.9% |
| All | +57.4% | +29.8% | +27.6% | +40.9% |
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