+595.7%
HAL vs VSH
+1,674.8%
-1,079.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -1.9% |
| 7D | +2.9% | +4.1% | -1.1% | +1.7% |
| 30D | +17.0% | -4.2% | +21.2% | +17.8% |
| 3M | -9.7% | -50.0% | +40.3% | +6.4% |
| 6M | +8.6% | +80.2% | -71.6% | -14.4% |
| YTD | +33.0% | +121.1% | -88.1% | -2.1% |
| 1Y | +68.3% | +112.0% | -43.7% | +24.3% |
| 3Y | +0.1% | +22.5% | -22.4% | -16.2% |
| 5Y | +102.6% | +64.0% | +38.6% | +53.7% |
| 10Y | +3.8% | +170.4% | -166.5% | -28.9% |
| All | +595.7% | +1,674.8% | -1,079.1% | +198.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling