+24.4%
GH vs VNQ
+7.0%
+17.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.8% | -2.0% |
| 7D | -2.5% | -1.3% | -1.2% | -0.8% |
| 30D | -4.7% | -2.6% | -2.1% | -1.5% |
| 3M | +20.2% | -2.0% | +22.3% | +22.4% |
| 6M | +78.8% | +4.3% | +74.5% | +67.0% |
| YTD | +54.1% | +9.2% | +44.9% | +34.5% |
| 1Y | +177.1% | +5.6% | +171.5% | +152.9% |
| 3Y | +371.6% | +30.8% | +340.8% | +209.9% |
| All | +24.4% | +7.0% | +17.4% | +24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling