+111.9%
HAL vs VGT
+134.3%
-22.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | -1.3% | +1.5% | -2.8% | -1.9% |
| 30D | +10.9% | +0.5% | +10.4% | +10.5% |
| 3M | -5.8% | +5.3% | -11.1% | -8.5% |
| 6M | +8.1% | +32.4% | -24.3% | -5.9% |
| YTD | +33.2% | +28.6% | +4.6% | +17.3% |
| 1Y | +74.2% | +37.6% | +36.5% | +48.0% |
| 3Y | -3.7% | +125.5% | -129.2% | -35.9% |
| 5Y | +111.9% | +135.2% | -23.3% | +35.3% |
| All | +111.9% | +134.3% | -22.4% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling