+75.8%
HST vs VNQ
+5.5%
+70.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +1.2% |
| 7D | +0.7% | -2.6% | +3.3% | +3.2% |
| 30D | -0.7% | -2.3% | +1.7% | +1.5% |
| 3M | -4.0% | -2.8% | -1.2% | -1.6% |
| 6M | +20.7% | +2.5% | +18.2% | +17.7% |
| YTD | +31.0% | +8.4% | +22.6% | +21.3% |
| 1Y | +36.2% | +6.8% | +29.5% | +27.9% |
| 3Y | +66.6% | +29.9% | +36.7% | +29.8% |
| 5Y | +75.8% | +7.2% | +68.6% | +68.2% |
| All | +75.8% | +5.5% | +70.2% | +68.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling