-8.8%
VNQI price history and return analytics
+65.7%
-74.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | -2.6% | -1.1% | -1.5% | -1.9% |
| 30D | -3.7% | -1.0% | -2.7% | -3.0% |
| 3M | -2.9% | +3.2% | -6.0% | -5.1% |
| 6M | -5.8% | +12.5% | -18.3% | -13.5% |
| YTD | -3.8% | +14.1% | -17.9% | -12.6% |
| 1Y | -4.1% | +18.9% | -23.0% | -15.4% |
| 3Y | +25.1% | +74.1% | -49.0% | -16.9% |
| All | -8.8% | +65.7% | -74.5% | -38.4% |
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