+133.9%
HL vs VNQ
+9.6%
+124.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.1% |
| 7D | +1.5% | -1.3% | +2.7% | +2.3% |
| 30D | +25.1% | -2.9% | +28.0% | +27.5% |
| 3M | +22.9% | +0.8% | +22.1% | +20.8% |
| 6M | -4.9% | +2.5% | -7.4% | -8.1% |
| YTD | +7.8% | +10.6% | -2.8% | -1.2% |
| 1Y | +133.9% | +9.1% | +124.8% | +111.2% |
| All | +133.9% | +9.6% | +124.3% | +111.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling