+236.4%
HAL vs VTR
+1,499.7%
-1,263.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | 0.0% |
| 7D | +2.9% | -1.7% | +4.6% | +3.5% |
| 30D | +17.0% | -2.4% | +19.5% | +17.8% |
| 3M | -9.7% | +14.8% | -24.4% | -14.1% |
| 6M | +8.6% | +5.3% | +3.3% | +5.9% |
| YTD | +33.0% | +18.1% | +14.9% | +24.7% |
| 1Y | +68.3% | +36.7% | +31.6% | +50.0% |
| 3Y | +0.1% | +130.1% | -130.0% | -26.1% |
| 5Y | +102.6% | +89.5% | +13.1% | +57.6% |
| 10Y | +3.8% | +87.4% | -83.5% | -23.4% |
| All | +236.4% | +1,499.7% | -1,263.3% | +60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling