+7.0%
XLP vs VNQ
+8.7%
-1.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -1.4% | -0.4% | -1.1% | -1.2% |
| 30D | -1.3% | -2.5% | +1.2% | +0.1% |
| 3M | +1.8% | +1.4% | +0.5% | +1.4% |
| 6M | -0.8% | +4.6% | -5.4% | -2.6% |
| YTD | +9.5% | +10.5% | -1.0% | +3.9% |
| All | +7.0% | +8.7% | -1.7% | +2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling