+105.3%
HAL vs VO
+42.6%
+62.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.4% |
| 7D | +2.9% | -0.3% | +3.2% | +3.2% |
| 30D | +17.0% | -0.3% | +17.4% | +17.3% |
| 3M | -9.7% | +2.9% | -12.6% | -12.5% |
| 6M | +8.6% | +9.3% | -0.7% | -1.5% |
| YTD | +33.0% | +14.2% | +18.8% | +15.4% |
| 1Y | +68.3% | +15.3% | +53.1% | +44.7% |
| 3Y | +0.1% | +56.2% | -56.1% | -35.5% |
| All | +105.3% | +42.6% | +62.6% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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