+40.1%
HAL vs VCIT
+3.2%
+36.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -7.9% | +0.7% | -8.6% | -7.9% |
| 30D | -2.1% | +1.8% | -3.9% | -2.1% |
| 3M | +0.4% | -1.6% | +2.0% | +0.5% |
| 6M | -19.2% | -2.1% | -17.2% | -19.2% |
| YTD | +14.4% | -1.6% | +15.9% | +14.4% |
| 1Y | +18.0% | -0.8% | +18.8% | +17.9% |
| 3Y | -9.7% | +19.9% | -29.6% | -11.1% |
| 5Y | +40.1% | +3.3% | +36.8% | +13.6% |
| All | +40.1% | +3.2% | +36.9% | +13.6% |
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