+289.4%
HPE vs VNQ
+30.7%
+258.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.7% | +11.7% | +12.0% |
| 7D | +19.4% | -1.3% | +20.7% | +20.3% |
| 30D | +5.6% | -2.6% | +8.2% | +7.1% |
| 3M | +33.1% | -2.0% | +35.1% | +33.8% |
| 6M | +192.5% | +4.3% | +188.1% | +180.7% |
| YTD | +160.9% | +9.2% | +151.7% | +142.9% |
| 1Y | +155.0% | +5.6% | +149.4% | +142.5% |
| 3Y | +289.4% | +30.8% | +258.6% | +225.0% |
| All | +289.4% | +30.7% | +258.7% | +225.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling