+640.6%
HWM vs VNQ
+5.5%
+635.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.4% |
| 7D | -12.5% | -2.6% | -9.9% | -10.9% |
| 30D | -19.0% | -2.3% | -16.6% | -17.7% |
| 3M | -8.6% | -2.8% | -5.8% | -7.2% |
| 6M | -10.2% | +2.5% | -12.7% | -12.1% |
| YTD | +11.3% | +8.4% | +2.9% | +4.8% |
| 1Y | +24.3% | +6.8% | +17.5% | +18.1% |
| 3Y | +382.3% | +29.9% | +352.3% | +291.1% |
| 5Y | +640.6% | +7.2% | +633.4% | +622.9% |
| All | +640.6% | +5.5% | +635.1% | +622.9% |
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