+2.6%
HAL vs VEU
+155.0%
-152.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.7% | -2.1% |
| 7D | -3.3% | -1.4% | -1.9% | -1.4% |
| 30D | +8.2% | -0.4% | +8.6% | +8.6% |
| 3M | -9.4% | +2.5% | -12.0% | -13.7% |
| 6M | +0.6% | +11.1% | -10.5% | -17.0% |
| YTD | +28.6% | +16.5% | +12.1% | -1.7% |
| 1Y | +63.9% | +22.9% | +41.0% | +15.1% |
| 3Y | -7.1% | +73.4% | -80.5% | -63.0% |
| 5Y | +102.3% | +56.1% | +46.2% | -3.9% |
| All | +2.6% | +155.0% | -152.4% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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