-10.8%
HAL vs VLTO
+56.1%
-66.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -7.9% | +2.0% | -9.9% | -8.2% |
| 30D | -2.1% | +21.8% | -23.9% | -5.9% |
| 3M | +0.4% | +20.2% | -19.8% | -3.3% |
| 6M | -19.2% | +36.3% | -55.6% | -24.7% |
| YTD | +14.4% | +18.8% | -4.5% | +10.5% |
| 1Y | +18.0% | +20.4% | -2.4% | +13.4% |
| 3Y | -9.7% | +71.9% | -81.6% | -15.3% |
| All | -10.8% | +56.1% | -66.9% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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