+60.0%
HAL vs VEU
+192.1%
-132.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -1.2% |
| 7D | +2.9% | +1.1% | +1.8% | +1.5% |
| 30D | +17.0% | +2.2% | +14.9% | +13.7% |
| 3M | -9.7% | +3.0% | -12.6% | -13.9% |
| 6M | +8.6% | +10.9% | -2.2% | -7.4% |
| YTD | +33.0% | +18.2% | +14.8% | +4.4% |
| 1Y | +68.3% | +28.3% | +40.0% | +18.8% |
| 3Y | +0.1% | +74.6% | -74.5% | -52.8% |
| 5Y | +102.6% | +56.4% | +46.3% | +10.4% |
| 10Y | +3.8% | +153.0% | -149.2% | -63.8% |
| All | +60.0% | +192.1% | -132.1% | -53.9% |
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