-9.3%
HAL vs VSXY
+446.9%
-456.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.8% | +4.2% | -0.2% |
| 7D | +2.6% | -1.6% | +4.2% | +2.7% |
| 30D | -0.1% | +17.8% | -17.9% | -1.2% |
| 3M | -1.1% | +12.5% | -13.6% | -2.2% |
| 6M | -20.7% | +124.7% | -145.5% | -26.3% |
| YTD | +17.5% | +93.2% | -75.6% | +10.1% |
| 1Y | +24.1% | +195.6% | -171.5% | +11.2% |
| All | -9.3% | +446.9% | -456.2% | -27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling