+91.9%
HAL vs VSXY
+33.4%
+58.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.2% | -2.6% |
| 7D | -3.3% | -0.3% | -2.9% | -3.3% |
| 30D | +7.2% | -22.1% | +29.3% | +9.6% |
| 3M | -8.8% | -1.1% | -7.6% | -9.1% |
| 6M | +3.0% | +53.8% | -50.8% | -3.4% |
| YTD | +29.4% | +35.5% | -6.1% | +22.6% |
| 1Y | +62.8% | +186.0% | -123.2% | +40.7% |
| 3Y | -6.4% | +343.2% | -349.6% | -27.9% |
| 5Y | +103.6% | +19.0% | +84.6% | +74.1% |
| All | +91.9% | +33.4% | +58.5% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling