+2.6%
HAL vs VTRS
-48.4%
+50.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.9% |
| 7D | -3.3% | -2.2% | -1.1% | -2.5% |
| 30D | +8.2% | +3.3% | +4.8% | +6.7% |
| 3M | -9.4% | +2.0% | -11.4% | -10.8% |
| 6M | +0.6% | +19.9% | -19.3% | -8.3% |
| YTD | +28.6% | +35.7% | -7.2% | +10.5% |
| 1Y | +63.9% | +68.1% | -4.2% | +28.0% |
| 3Y | -7.1% | +87.1% | -94.2% | -34.1% |
| 5Y | +102.3% | +47.6% | +54.7% | +52.9% |
| All | +2.6% | -48.4% | +50.9% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 10y: compounded portfolio wealth divided by compounded VTRS 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…
10y analysis · Full analysis span regression · 6 months rolling