+218.3%
HAL vs VGT
+2,088.1%
-1,869.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.8% | +4.6% |
| 7D | +6.1% | +2.5% | +3.6% | +3.7% |
| 30D | +2.9% | -9.5% | +12.4% | +11.5% |
| 3M | +3.3% | -9.5% | +12.8% | +11.5% |
| 6M | -16.9% | -1.8% | -15.1% | -18.4% |
| YTD | +21.2% | +18.4% | +2.8% | -1.4% |
| 1Y | +27.5% | +18.7% | +8.8% | +3.2% |
| 3Y | -6.4% | +103.8% | -110.2% | -56.9% |
| 5Y | +58.0% | +104.4% | -46.3% | -32.7% |
| 10Y | -14.6% | +716.9% | -731.5% | -92.1% |
| All | +218.3% | +2,088.1% | -1,869.8% | -90.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling