+39.2%
HAL vs VG
-39.3%
+78.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +2.9% | +1.7% | +1.2% | +2.6% |
| 30D | +17.0% | +16.0% | +1.0% | +13.7% |
| 3M | -9.7% | +9.7% | -19.4% | -11.9% |
| 6M | +8.6% | +29.6% | -20.9% | +1.1% |
| YTD | +33.0% | +112.0% | -79.0% | +11.6% |
| 1Y | +68.3% | +12.8% | +55.5% | +58.4% |
| All | +39.2% | -39.3% | +78.5% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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