+78.9%
HAL vs ROIV
+292.3%
-213.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.3% | -0.1% |
| 7D | -6.5% | +14.3% | -20.8% | -7.3% |
| 30D | -2.1% | +16.2% | -18.3% | -3.1% |
| 3M | -4.9% | +15.1% | -20.0% | -5.9% |
| 6M | -19.3% | +44.2% | -63.5% | -21.6% |
| YTD | +14.3% | +89.8% | -75.5% | +8.6% |
| 1Y | +17.3% | +94.6% | -77.3% | +11.2% |
| 3Y | -10.9% | +367.5% | -378.4% | -20.9% |
| 5Y | +47.4% | +421.4% | -374.0% | +22.3% |
| All | +78.9% | +292.3% | -213.4% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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