-3.8%
HAL vs VTV
+67.6%
-71.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.3% |
| 7D | -1.3% | -0.7% | -0.7% | -0.5% |
| 30D | +10.9% | -0.5% | +11.4% | +11.5% |
| 3M | -5.8% | +5.3% | -11.2% | -12.7% |
| 6M | +8.1% | +12.9% | -4.8% | -9.4% |
| YTD | +33.2% | +18.5% | +14.7% | +3.8% |
| 1Y | +74.2% | +25.3% | +48.9% | +24.8% |
| All | -3.8% | +67.6% | -71.4% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 3y: compounded portfolio wealth divided by compounded VTV 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…
3y analysis · Full analysis span regression · 6 months rolling