+105.3%
HAL vs VT
+66.2%
+39.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | +0.4% | +2.5% | +2.5% |
| 30D | +17.0% | +1.0% | +16.1% | +15.8% |
| 3M | -9.7% | +2.4% | -12.0% | -12.1% |
| 6M | +8.6% | +12.0% | -3.4% | -4.5% |
| YTD | +33.0% | +15.3% | +17.6% | +13.2% |
| 1Y | +68.3% | +22.6% | +45.7% | +33.8% |
| 3Y | +0.1% | +74.7% | -74.6% | -45.5% |
| All | +105.3% | +66.2% | +39.1% | +20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling