-10.9%
HAL vs VLTO
+56.3%
-67.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -6.5% | +1.6% | -8.1% | -6.8% |
| 30D | -2.1% | +22.0% | -24.1% | -6.0% |
| 3M | -4.9% | +21.9% | -26.7% | -8.6% |
| 6M | -19.3% | +36.5% | -55.8% | -24.7% |
| YTD | +14.3% | +19.0% | -4.7% | +10.4% |
| 1Y | +17.3% | +21.0% | -3.7% | +12.6% |
| 3Y | -10.9% | +69.9% | -80.8% | -16.6% |
| All | -10.9% | +56.3% | -67.2% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling