+111.9%
HAL vs VTR
+88.4%
+23.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | -1.3% | -2.9% | +1.6% | -0.6% |
| 30D | +10.9% | -2.8% | +13.7% | +11.6% |
| 3M | -5.8% | +9.0% | -14.9% | -8.4% |
| 6M | +8.1% | +5.0% | +3.2% | +6.0% |
| YTD | +33.2% | +16.9% | +16.3% | +26.3% |
| 1Y | +74.2% | +34.3% | +39.9% | +57.5% |
| 3Y | -3.7% | +131.6% | -135.3% | -30.3% |
| 5Y | +111.9% | +88.0% | +23.9% | +66.4% |
| All | +111.9% | +88.4% | +23.5% | +66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling