+61.5%
HAL vs VCIT
+98.3%
-36.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | -0.3% | +3.3% | +3.0% |
| 30D | +17.0% | -0.8% | +17.8% | +17.3% |
| 3M | -9.7% | -1.0% | -8.6% | -9.4% |
| 6M | +8.6% | -1.8% | +10.5% | +9.2% |
| YTD | +33.0% | -0.7% | +33.7% | +33.2% |
| 1Y | +68.3% | +1.0% | +67.3% | +67.6% |
| 3Y | +0.1% | +18.8% | -18.7% | -5.7% |
| 5Y | +102.6% | +3.5% | +99.2% | +100.4% |
| 10Y | +3.8% | +29.2% | -25.4% | +5.1% |
| All | +61.5% | +98.3% | -36.8% | +183.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling