+42.2%
HAL vs VEU
+176.7%
-134.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.4% | +2.2% |
| 7D | -0.2% | -0.5% | +0.3% | +0.3% |
| 30D | +1.0% | -1.0% | +2.0% | +1.9% |
| 3M | -2.1% | -3.6% | +1.5% | +1.7% |
| 6M | -17.5% | -1.2% | -16.3% | -18.0% |
| YTD | +18.1% | +12.0% | +6.2% | -1.4% |
| 1Y | +19.7% | +13.9% | +5.9% | -2.2% |
| 3Y | -7.9% | +71.3% | -79.2% | -55.6% |
| 5Y | +53.1% | +50.3% | +2.8% | -13.1% |
| 10Y | -16.8% | +150.3% | -167.1% | -70.7% |
| All | +42.2% | +176.7% | -134.6% | -56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling