+44.7%
HWM vs VNQ
+9.6%
+35.2%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | -2.1% | -1.3% | -0.9% | -1.4% |
| 30D | -11.0% | -2.9% | -8.1% | -9.5% |
| 3M | +4.0% | +0.8% | +3.2% | +2.4% |
| 6M | -0.2% | +2.5% | -2.7% | -3.2% |
| YTD | +26.7% | +10.6% | +16.0% | +18.2% |
| 1Y | +44.7% | +9.1% | +35.6% | +34.7% |
| All | +44.7% | +9.6% | +35.2% | +34.7% |
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