+36.5%
HAL vs VTEB
+26.6%
+9.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.5% | -0.2% | +0.7% | +0.7% |
| 30D | +15.9% | -1.6% | +17.5% | +17.6% |
| 3M | -8.7% | -2.0% | -6.7% | -7.1% |
| 6M | +9.0% | -1.7% | +10.7% | +10.5% |
| YTD | +32.0% | -0.6% | +32.6% | +32.4% |
| 1Y | +72.5% | +1.8% | +70.6% | +69.0% |
| 3Y | -4.5% | +9.6% | -14.1% | -14.2% |
| 5Y | +109.7% | +2.1% | +107.6% | +105.8% |
| 10Y | +1.2% | +18.9% | -17.7% | +9.6% |
| All | +36.5% | +26.6% | +9.9% | +78.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling