+249.3%
HAL vs VGT
+2,283.9%
-2,034.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.9% |
| 7D | +2.9% | +1.0% | +1.9% | +2.0% |
| 30D | +17.0% | +1.3% | +15.7% | +15.3% |
| 3M | -9.7% | -1.1% | -8.5% | -10.3% |
| 6M | +8.6% | +32.6% | -24.0% | -18.7% |
| YTD | +33.0% | +29.0% | +4.0% | +1.4% |
| 1Y | +68.3% | +39.7% | +28.6% | +18.2% |
| 3Y | +0.1% | +120.9% | -120.8% | -56.8% |
| 5Y | +102.6% | +133.6% | -30.9% | -23.5% |
| 10Y | +3.8% | +792.6% | -788.7% | -91.0% |
| All | +249.3% | +2,283.9% | -2,034.6% | -90.3% |
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 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