+62.8%
HAL vs VTR
+35.8%
+27.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.2% | -4.0% | -2.6% |
| 7D | -3.3% | -1.8% | -1.5% | -3.6% |
| 30D | +7.2% | +4.0% | +3.2% | +8.2% |
| 3M | -8.8% | +7.8% | -16.6% | -6.6% |
| 6M | +3.0% | +6.4% | -3.4% | +6.1% |
| YTD | +29.4% | +18.3% | +11.1% | +38.3% |
| 1Y | +62.8% | +33.9% | +28.9% | +77.3% |
| All | +62.8% | +35.8% | +27.1% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling