+590.7%
HAL vs VTRS
+557.1%
+33.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.3% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | +15.9% | +1.9% | +14.1% | +15.3% |
| 3M | -8.7% | +5.1% | -13.8% | -10.4% |
| 6M | +9.0% | +20.1% | -11.0% | +2.6% |
| YTD | +32.0% | +36.6% | -4.5% | +19.6% |
| 1Y | +72.5% | +64.1% | +8.4% | +48.1% |
| 3Y | -4.5% | +86.4% | -90.9% | -22.5% |
| 5Y | +109.7% | +40.9% | +68.8% | +79.7% |
| 10Y | +1.2% | -48.7% | +49.9% | +7.5% |
| All | +590.7% | +557.1% | +33.6% | +312.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling