+453.2%
HUT vs VNQ
+76.8%
+376.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.1% | +6.4% | +6.5% |
| 7D | +28.3% | -0.4% | +28.6% | +28.8% |
| 30D | +12.3% | -2.5% | +14.8% | +15.6% |
| 3M | -16.8% | +1.4% | -18.2% | -19.9% |
| 6M | +111.4% | +4.6% | +106.8% | +97.3% |
| YTD | +116.6% | +10.5% | +106.0% | +89.3% |
| 1Y | +290.5% | +8.4% | +282.1% | +249.3% |
| 3Y | +792.3% | +32.4% | +759.9% | +535.9% |
| 5Y | +94.1% | +5.5% | +88.7% | +92.5% |
| All | +453.2% | +76.8% | +376.4% | +344.6% |
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