+111.9%
HAL vs VMC
+48.3%
+63.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.2% | +1.9% |
| 7D | -1.3% | -5.3% | +4.0% | +0.3% |
| 30D | +10.9% | -12.3% | +23.1% | +15.3% |
| 3M | -5.8% | -10.3% | +4.4% | -3.5% |
| 6M | +8.1% | -8.6% | +16.7% | +9.2% |
| YTD | +33.2% | -11.9% | +45.1% | +35.7% |
| 1Y | +74.2% | -13.9% | +88.1% | +78.6% |
| 3Y | -3.7% | +18.2% | -21.8% | -14.9% |
| 5Y | +111.9% | +47.7% | +64.1% | +67.8% |
| All | +111.9% | +48.3% | +63.6% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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