+18.8%
REIT price history and return analytics
+66.2%
-47.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | -0.2% | +1.0% | -1.2% | -0.9% |
| 30D | -2.2% | -0.2% | -2.0% | -2.1% |
| 3M | +1.8% | +4.5% | -2.7% | -1.8% |
| 6M | +7.2% | +14.1% | -6.8% | -3.6% |
| YTD | +16.0% | +14.8% | +1.2% | +3.5% |
| 1Y | +15.4% | +21.2% | -5.8% | -1.5% |
| 3Y | +36.0% | +76.6% | -40.6% | -16.0% |
| 5Y | +18.8% | +66.6% | -47.8% | -25.0% |
| All | +18.8% | +66.2% | -47.4% | -25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling