+45.7%
REIT price history and return analytics
+86.2%
-40.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.2% |
| 7D | -1.2% | -1.1% | -0.1% | -0.4% |
| 30D | -2.6% | -1.0% | -1.6% | -1.9% |
| 3M | -1.7% | +3.2% | -4.9% | -4.2% |
| 6M | +6.3% | +12.5% | -6.2% | -3.3% |
| YTD | +14.3% | +14.1% | +0.3% | +2.8% |
| 1Y | +12.3% | +18.9% | -6.6% | -2.5% |
| 3Y | +34.2% | +74.1% | -39.9% | -15.1% |
| 5Y | +20.9% | +66.9% | -46.0% | -23.0% |
| All | +45.7% | +86.2% | -40.5% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling