+243.8%
HPQ vs VNQ
+64.0%
+179.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.7% | +7.7% | +7.9% |
| 7D | +9.8% | -1.3% | +11.0% | +10.8% |
| 30D | +22.4% | -2.6% | +24.9% | +24.8% |
| 3M | +45.2% | -2.0% | +47.2% | +47.5% |
| 6M | +96.4% | +4.3% | +92.1% | +89.3% |
| YTD | +65.4% | +9.2% | +56.2% | +53.8% |
| 1Y | +31.6% | +5.6% | +26.0% | +25.6% |
| 3Y | +37.0% | +30.8% | +6.2% | +9.7% |
| 5Y | +53.0% | +8.0% | +45.0% | +41.3% |
| All | +243.8% | +64.0% | +179.8% | +127.1% |
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