+180.7%
HIMS vs VNQ
+33.6%
+147.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | -0.1% |
| 7D | -0.7% | -1.3% | +0.5% | 0.0% |
| 30D | -8.2% | -2.6% | -5.6% | -6.9% |
| 3M | -4.7% | -2.0% | -2.7% | -4.4% |
| 6M | +6.3% | +4.3% | +2.0% | +3.1% |
| YTD | -15.3% | +9.2% | -24.5% | -20.2% |
| 1Y | -46.9% | +5.6% | -52.5% | -48.9% |
| 3Y | +321.3% | +30.8% | +290.4% | +266.8% |
| 5Y | +215.8% | +8.0% | +207.9% | +196.5% |
| All | +180.7% | +33.6% | +147.2% | +156.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling