+93.3%
HAL vs VTEB
+1.2%
+92.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.5% |
| 7D | -3.3% | -0.9% | -2.4% | -3.7% |
| 30D | +8.2% | -2.5% | +10.7% | +6.9% |
| 3M | -9.4% | -3.0% | -6.5% | -10.6% |
| 6M | +0.6% | -2.1% | +2.8% | -0.3% |
| YTD | +28.6% | -1.5% | +30.1% | +27.6% |
| 1Y | +63.9% | +0.2% | +63.7% | +63.5% |
| 3Y | -7.1% | +8.6% | -15.7% | -6.1% |
| All | +93.3% | +1.2% | +92.1% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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