+103.6%
HAL vs VNQ
+5.5%
+98.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.4% |
| 7D | -3.3% | -2.6% | -0.6% | -1.8% |
| 30D | +7.2% | -2.3% | +9.6% | +8.6% |
| 3M | -8.8% | -2.8% | -6.0% | -7.6% |
| 6M | +3.0% | +2.5% | +0.5% | +0.4% |
| YTD | +29.4% | +8.4% | +21.0% | +21.6% |
| 1Y | +62.8% | +6.8% | +56.1% | +54.4% |
| 3Y | -6.4% | +29.9% | -36.4% | -22.2% |
| 5Y | +103.6% | +7.2% | +96.4% | +94.6% |
| All | +103.6% | +5.5% | +98.1% | +94.6% |
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