+37.4%
HAL vs VEA
+170.4%
-133.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -1.1% |
| 7D | +2.9% | +1.0% | +2.0% | +1.7% |
| 30D | +17.0% | +1.9% | +15.1% | +13.9% |
| 3M | -9.7% | +3.2% | -12.9% | -14.2% |
| 6M | +8.6% | +10.2% | -1.6% | -7.1% |
| YTD | +33.0% | +18.9% | +14.1% | +3.1% |
| 1Y | +68.3% | +29.3% | +39.0% | +16.7% |
| 3Y | +0.1% | +76.8% | -76.7% | -54.2% |
| 5Y | +102.6% | +61.2% | +41.4% | +4.5% |
| 10Y | +3.8% | +163.3% | -159.5% | -66.4% |
| All | +37.4% | +170.4% | -133.0% | -62.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling