+59.2%
HAL vs VTR
+92.3%
-33.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.3% |
| 7D | +6.1% | +0.2% | +5.9% | +6.0% |
| 30D | +2.9% | +5.5% | -2.6% | +1.4% |
| 3M | +3.3% | -0.9% | +4.3% | +3.4% |
| 6M | -16.9% | -0.4% | -16.5% | -17.3% |
| YTD | +21.2% | +17.0% | +4.2% | +14.6% |
| 1Y | +27.5% | +18.0% | +9.6% | +20.2% |
| 3Y | -6.4% | +127.4% | -133.8% | -32.3% |
| All | +59.2% | +92.3% | -33.1% | +26.7% |
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