+4.4%
HWM vs VNQ
+14.0%
-9.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.2% | -7.5% | -5.9% |
| 7D | +9.4% | +6.8% | +2.6% | +5.5% |
| 30D | -7.0% | +10.0% | -16.9% | -11.9% |
| 3M | -25.9% | 0.0% | -25.8% | -25.7% |
| 6M | -10.8% | +4.5% | -15.3% | -14.4% |
| YTD | +4.3% | +13.9% | -9.6% | -6.0% |
| 1Y | +4.4% | +14.1% | -9.7% | -6.2% |
| All | +4.4% | +14.0% | -9.6% | -6.2% |
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