+206.4%
HD vs VNQ
+64.0%
+142.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.5% |
| 7D | -3.8% | -1.3% | -2.6% | -2.9% |
| 30D | -9.4% | -2.6% | -6.9% | -7.7% |
| 3M | -4.6% | -2.0% | -2.6% | -3.2% |
| 6M | -10.1% | +4.3% | -14.4% | -12.8% |
| YTD | -8.3% | +9.2% | -17.6% | -14.2% |
| 1Y | -25.0% | +5.6% | -30.6% | -28.0% |
| 3Y | +1.5% | +30.8% | -29.3% | -17.0% |
| 5Y | +5.6% | +8.0% | -2.4% | -1.4% |
| All | +206.4% | +64.0% | +142.4% | +114.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling