+239.9%
VNQ price history and return analytics
+368.8%
-128.9%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | -0.9% | -0.1% | -0.7% | -0.7% |
| 30D | -2.2% | -0.7% | -1.6% | -1.6% |
| 3M | -1.9% | +4.0% | -5.9% | -6.4% |
| 6M | +3.2% | +12.3% | -9.0% | -9.5% |
| YTD | +9.4% | +14.0% | -4.6% | -5.9% |
| 1Y | +7.5% | +20.3% | -12.8% | -12.8% |
| 3Y | +31.1% | +75.4% | -44.4% | -29.8% |
| 5Y | +6.6% | +66.0% | -59.4% | -39.9% |
| 10Y | +63.9% | +228.2% | -164.3% | -57.8% |
| All | +239.9% | +368.8% | -128.9% | -42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling