-18.6%
HAL vs VCIT
+28.8%
-47.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | -12.0% | +0.1% | -12.1% | -12.0% |
| 30D | +0.3% | +1.9% | -1.6% | -1.0% |
| 3M | -1.6% | -1.4% | -0.2% | -0.7% |
| 6M | -20.5% | -2.1% | -18.4% | -19.4% |
| YTD | +14.2% | -1.6% | +15.9% | +15.3% |
| 1Y | +18.9% | -0.9% | +19.8% | +19.3% |
| 3Y | -13.7% | +20.0% | -33.7% | -26.0% |
| 5Y | +42.2% | +3.1% | +39.0% | +45.4% |
| All | -18.6% | +28.8% | -47.4% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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