+59.2%
HAL vs VTV
+77.3%
-18.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +2.8% |
| 7D | +6.1% | +2.9% | +3.2% | +1.8% |
| 30D | +2.9% | +3.8% | -0.9% | -2.7% |
| 3M | +3.3% | +1.6% | +1.8% | +0.8% |
| 6M | -16.9% | +11.2% | -28.1% | -29.4% |
| YTD | +21.2% | +22.0% | -0.8% | -10.9% |
| 1Y | +27.5% | +24.9% | +2.7% | -9.5% |
| 3Y | -6.4% | +78.5% | -84.9% | -61.0% |
| All | +59.2% | +77.3% | -18.2% | -32.4% |
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