+20.7%
XYZ vs VNQ
+14.0%
+6.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +3.2% | +12.1% | +12.5% |
| 7D | +16.5% | +6.8% | +9.7% | +11.1% |
| 30D | +15.0% | +10.0% | +5.0% | +7.4% |
| 3M | +3.5% | 0.0% | +3.6% | +2.9% |
| 6M | +21.9% | +4.5% | +17.4% | +17.6% |
| YTD | +34.6% | +13.9% | +20.7% | +24.6% |
| 1Y | +20.7% | +14.1% | +6.7% | +11.5% |
| All | +20.7% | +14.0% | +6.7% | +11.5% |
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