-3.8%
HAL vs VEU
+74.2%
-78.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.4% |
| 7D | -1.3% | +0.3% | -1.6% | -1.5% |
| 30D | +10.9% | +0.7% | +10.2% | +10.3% |
| 3M | -5.8% | +4.7% | -10.5% | -9.2% |
| 6M | +8.1% | +11.6% | -3.5% | -1.7% |
| YTD | +33.2% | +16.8% | +16.4% | +15.7% |
| 1Y | +74.2% | +24.9% | +49.3% | +41.8% |
| All | -3.8% | +74.2% | -78.0% | -41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling