+2.6%
HAL vs ITOT
+303.4%
-300.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.7% |
| 7D | -3.3% | -0.9% | -2.4% | -2.2% |
| 30D | +8.2% | -1.5% | +9.6% | +10.1% |
| 3M | -9.4% | +3.6% | -13.0% | -14.2% |
| 6M | +0.6% | +13.7% | -13.1% | -16.6% |
| YTD | +28.6% | +12.9% | +15.6% | +7.4% |
| 1Y | +63.9% | +17.2% | +46.7% | +29.9% |
| 3Y | -7.1% | +75.6% | -82.8% | -58.5% |
| 5Y | +102.3% | +75.5% | +26.8% | -11.8% |
| All | +2.6% | +303.4% | -300.9% | -83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling