+231.9%
HAL vs ITOT
+875.1%
-643.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.6% |
| 7D | +6.1% | +2.5% | +3.6% | +2.5% |
| 30D | +2.9% | -1.7% | +4.6% | +4.9% |
| 3M | +3.3% | -3.4% | +6.7% | +7.5% |
| 6M | -16.9% | +2.1% | -19.0% | -20.5% |
| YTD | +21.2% | +11.5% | +9.7% | +1.7% |
| 1Y | +27.5% | +13.6% | +13.9% | +4.2% |
| 3Y | -6.4% | +77.2% | -83.6% | -59.3% |
| 5Y | +58.0% | +64.4% | -6.4% | -25.9% |
| 10Y | -14.6% | +288.6% | -303.2% | -86.8% |
| All | +231.9% | +875.1% | -643.2% | -84.9% |
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