+8.1%
HAL vs VNQ
+4.4%
+3.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +0.4% |
| 7D | -1.3% | -0.9% | -0.5% | -1.7% |
| 30D | +10.9% | -2.2% | +13.1% | +9.8% |
| 3M | -5.8% | -1.9% | -3.9% | -6.7% |
| 6M | +8.1% | +3.2% | +4.9% | +9.9% |
| All | +8.1% | +4.4% | +3.7% | +9.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling