+25.6%
HAL vs VSH
+62.1%
-36.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.1% | +1.9% | -2.9% |
| 7D | -7.7% | -13.6% | +5.9% | -7.2% |
| 30D | +0.7% | -30.4% | +31.0% | +2.2% |
| 3M | +2.5% | -33.3% | +35.7% | +4.1% |
| 6M | -20.7% | -15.1% | -5.6% | -21.0% |
| YTD | +18.4% | +80.2% | -61.8% | +5.4% |
| 1Y | +25.6% | +63.4% | -37.8% | +13.6% |
| All | +25.6% | +62.1% | -36.5% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling