+42.5%
HAL vs VCIT
+3.7%
+38.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.3% |
| 7D | -11.1% | +0.5% | -11.5% | -11.1% |
| 30D | -2.4% | +2.1% | -4.5% | -2.5% |
| 3M | +0.8% | -1.6% | +2.4% | +0.8% |
| 6M | -22.8% | -1.6% | -21.2% | -22.8% |
| YTD | +14.5% | -1.5% | +16.0% | +14.5% |
| 1Y | +20.2% | -0.4% | +20.6% | +20.1% |
| 3Y | -15.2% | +19.6% | -34.7% | -16.4% |
| 5Y | +42.5% | +3.3% | +39.3% | +14.7% |
| All | +42.5% | +3.7% | +38.9% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling