+103.6%
HAL vs VTV
+78.5%
+25.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -1.8% |
| 7D | -3.3% | -2.1% | -1.2% | -0.3% |
| 30D | +7.2% | -1.3% | +8.5% | +9.2% |
| 3M | -8.8% | +5.6% | -14.4% | -16.3% |
| 6M | +3.0% | +12.4% | -9.4% | -14.4% |
| YTD | +29.4% | +17.6% | +11.8% | +0.3% |
| 1Y | +62.8% | +23.5% | +39.3% | +17.0% |
| 3Y | -6.4% | +67.0% | -73.5% | -57.2% |
| 5Y | +103.6% | +80.5% | +23.1% | -17.3% |
| All | +103.6% | +78.5% | +25.1% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling