+35.5%
XLV vs VNQ
+7.0%
+28.4%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.5% |
| 7D | -3.6% | -1.3% | -2.3% | -2.9% |
| 30D | -1.8% | -2.6% | +0.8% | -0.6% |
| 3M | +7.8% | -2.0% | +9.8% | +8.9% |
| 6M | +9.1% | +4.3% | +4.8% | +6.8% |
| YTD | +7.7% | +9.2% | -1.5% | +3.1% |
| 1Y | +20.4% | +5.6% | +14.8% | +17.1% |
| 3Y | +30.8% | +30.8% | -0.1% | +14.3% |
| All | +35.5% | +7.0% | +28.4% | +31.4% |
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