-18.6%
HAL vs VT
+215.5%
-234.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.6% |
| 7D | -12.0% | -2.3% | -9.7% | -9.2% |
| 30D | +0.3% | -5.0% | +5.2% | +7.4% |
| 3M | -1.6% | -4.9% | +3.3% | +5.0% |
| 6M | -20.5% | -1.5% | -18.9% | -20.2% |
| YTD | +14.2% | +8.5% | +5.7% | -2.2% |
| 1Y | +18.9% | +11.4% | +7.5% | -2.4% |
| 3Y | -13.7% | +70.1% | -83.8% | -63.6% |
| 5Y | +42.2% | +53.7% | -11.6% | -29.9% |
| All | -18.6% | +215.5% | -234.1% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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