+249.3%
HAL vs VO
+827.2%
-577.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.3% |
| 7D | +2.9% | -0.3% | +3.2% | +3.3% |
| 30D | +17.0% | -0.3% | +17.4% | +17.3% |
| 3M | -9.7% | +2.9% | -12.6% | -13.6% |
| 6M | +8.6% | +9.3% | -0.7% | -4.8% |
| YTD | +33.0% | +14.2% | +18.8% | +10.0% |
| 1Y | +68.3% | +15.3% | +53.1% | +37.4% |
| 3Y | +0.1% | +56.2% | -56.1% | -45.6% |
| 5Y | +102.6% | +42.4% | +60.2% | +22.2% |
| 10Y | +3.8% | +194.7% | -190.9% | -72.6% |
| All | +249.3% | +827.2% | -577.9% | -76.8% |
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