-7.1%
HAL vs VNQ
+30.7%
-37.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.4% | -1.0% |
| 7D | -3.3% | -1.3% | -2.0% | -2.8% |
| 30D | +8.2% | -2.6% | +10.7% | +9.4% |
| 3M | -9.4% | -2.0% | -7.4% | -8.9% |
| 6M | +0.6% | +4.3% | -3.7% | -2.5% |
| YTD | +28.6% | +9.2% | +19.3% | +21.0% |
| 1Y | +63.9% | +5.6% | +58.3% | +57.2% |
| 3Y | -7.1% | +30.8% | -38.0% | -17.8% |
| All | -7.1% | +30.7% | -37.8% | -17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling