+3.2%
HAL vs VGT
+809.1%
-805.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.8% | -2.1% |
| 7D | -3.3% | -1.0% | -2.2% | -2.6% |
| 30D | +7.2% | -0.4% | +7.7% | +7.4% |
| 3M | -8.8% | +6.6% | -15.4% | -13.8% |
| 6M | +3.0% | +31.0% | -28.1% | -17.0% |
| YTD | +29.4% | +27.2% | +2.1% | +6.1% |
| 1Y | +62.8% | +34.5% | +28.4% | +27.4% |
| 3Y | -6.4% | +123.1% | -129.6% | -52.0% |
| 5Y | +103.6% | +135.1% | -31.5% | -4.9% |
| All | +3.2% | +809.1% | -805.9% | -81.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling