+3.2%
HAL vs VEA
+162.2%
-159.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.6% | -1.1% |
| 7D | -3.3% | -2.1% | -1.2% | -0.4% |
| 30D | +7.2% | -1.1% | +8.3% | +8.6% |
| 3M | -8.8% | +5.1% | -13.9% | -16.3% |
| 6M | +3.0% | +9.8% | -6.8% | -13.7% |
| YTD | +29.4% | +15.9% | +13.5% | -0.6% |
| 1Y | +62.8% | +24.6% | +38.3% | +11.5% |
| 3Y | -6.4% | +75.5% | -82.0% | -63.9% |
| 5Y | +103.6% | +59.4% | +44.2% | -7.5% |
| All | +3.2% | +162.2% | -159.0% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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