-12.4%
HAL vs VT
+363.9%
-376.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -5.5% |
| 7D | -7.7% | -0.3% | -7.4% | -7.5% |
| 30D | +0.7% | -1.4% | +2.1% | +2.4% |
| 3M | +2.5% | -1.4% | +3.8% | +3.9% |
| 6M | -20.7% | +5.5% | -26.2% | -27.6% |
| YTD | +18.4% | +12.8% | +5.6% | -2.8% |
| 1Y | +25.6% | +15.4% | +10.2% | -0.2% |
| 3Y | -12.3% | +76.9% | -89.2% | -61.9% |
| 5Y | +48.4% | +60.4% | -12.0% | -26.9% |
| 10Y | -13.7% | +232.8% | -246.4% | -82.2% |
| All | -12.4% | +363.9% | -376.3% | -90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling