+261.6%
HAL vs ITOT
+891.2%
-629.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | 0.0% |
| 7D | +0.5% | +0.7% | -0.2% | -0.4% |
| 30D | +15.9% | -1.1% | +17.0% | +17.6% |
| 3M | -8.7% | +3.9% | -12.6% | -14.1% |
| 6M | +9.0% | +14.7% | -5.7% | -11.4% |
| YTD | +32.0% | +13.3% | +18.7% | +9.0% |
| 1Y | +72.5% | +19.1% | +53.3% | +32.5% |
| 3Y | -4.5% | +77.3% | -81.9% | -58.5% |
| 5Y | +109.7% | +74.1% | +35.6% | -9.0% |
| 10Y | +1.2% | +293.1% | -291.9% | -84.5% |
| All | +261.6% | +891.2% | -629.6% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling