+68.3%
HAL vs VGT
+40.8%
+27.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | +2.9% | +1.0% | +1.9% | +2.8% |
| 30D | +17.0% | +1.3% | +15.7% | +16.8% |
| 3M | -9.7% | -1.1% | -8.5% | -9.4% |
| 6M | +8.6% | +32.6% | -24.0% | +4.8% |
| YTD | +33.0% | +29.0% | +4.0% | +28.3% |
| 1Y | +68.3% | +39.7% | +28.6% | +80.7% |
| All | +68.3% | +40.8% | +27.6% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling