+200.4%
HAL vs VO
+822.3%
-621.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -3.5% |
| 7D | -7.9% | -0.1% | -7.8% | -7.9% |
| 30D | -2.1% | +0.5% | -2.6% | -3.0% |
| 3M | +0.4% | -1.0% | +1.5% | +1.3% |
| 6M | -19.2% | +6.4% | -25.7% | -26.4% |
| YTD | +14.4% | +13.6% | +0.8% | -5.1% |
| 1Y | +18.0% | +14.5% | +3.5% | -3.2% |
| 3Y | -9.7% | +67.2% | -76.9% | -55.1% |
| 5Y | +40.1% | +36.1% | +4.1% | -10.3% |
| 10Y | -19.1% | +199.3% | -218.4% | -79.2% |
| All | +200.4% | +822.3% | -621.9% | -80.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling