+111.9%
HAL vs VSXY
+19.3%
+92.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.4% | +1.3% |
| 7D | -1.3% | -10.7% | +9.4% | -0.3% |
| 30D | +10.9% | -24.3% | +35.1% | +13.9% |
| 3M | -5.8% | +1.0% | -6.9% | -6.4% |
| 6M | +8.1% | +57.4% | -49.2% | +0.7% |
| YTD | +33.2% | +39.8% | -6.6% | +25.3% |
| 1Y | +74.2% | +196.5% | -122.3% | +47.9% |
| 3Y | -3.7% | +357.2% | -360.9% | -28.6% |
| 5Y | +111.9% | +18.9% | +93.0% | +87.6% |
| All | +111.9% | +19.3% | +92.6% | +87.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling