-6.5%
HAL vs VGT
+121.2%
-127.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.8% | -2.4% |
| 7D | -3.3% | -1.0% | -2.2% | -2.9% |
| 30D | +7.2% | -0.4% | +7.7% | +7.3% |
| 3M | -8.8% | +6.6% | -15.4% | -11.8% |
| 6M | +3.0% | +31.0% | -28.1% | -10.1% |
| YTD | +29.4% | +27.2% | +2.1% | +14.3% |
| 1Y | +62.8% | +34.5% | +28.4% | +39.1% |
| All | -6.5% | +121.2% | -127.8% | -35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling