+109.7%
HAL vs VCLT
-15.1%
+124.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.5% | +0.3% | +0.2% | +0.5% |
| 30D | +15.9% | -0.6% | +16.5% | +15.9% |
| 3M | -8.7% | -2.2% | -6.5% | -8.7% |
| 6M | +9.0% | -2.9% | +11.9% | +9.1% |
| YTD | +32.0% | -2.1% | +34.1% | +32.1% |
| 1Y | +72.5% | -2.6% | +75.0% | +72.5% |
| 3Y | -4.5% | +12.5% | -17.0% | -4.7% |
| 5Y | +109.7% | -15.3% | +125.0% | +80.2% |
| All | +109.7% | -15.1% | +124.8% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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