+39.7%
HAL vs VMC
+42.5%
-2.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | -12.0% | +0.5% | -12.5% | -12.2% |
| 30D | +0.3% | +15.8% | -15.5% | -4.3% |
| 3M | -1.6% | +0.6% | -2.2% | -2.1% |
| 6M | -20.5% | -4.0% | -16.5% | -20.3% |
| YTD | +14.2% | -0.3% | +14.5% | +11.9% |
| 1Y | +18.9% | -0.5% | +19.4% | +16.3% |
| 3Y | -13.7% | +39.6% | -53.3% | -28.0% |
| All | +39.7% | +42.5% | -2.7% | +16.3% |
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