+249.3%
HAL vs VTV
+721.7%
-472.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.2% |
| 7D | +2.9% | +0.5% | +2.4% | +2.2% |
| 30D | +17.0% | +1.1% | +15.9% | +15.1% |
| 3M | -9.7% | +5.9% | -15.5% | -17.2% |
| 6M | +8.6% | +11.6% | -3.0% | -8.4% |
| YTD | +33.0% | +19.8% | +13.2% | +1.3% |
| 1Y | +68.3% | +26.2% | +42.1% | +18.9% |
| 3Y | +0.1% | +68.5% | -68.4% | -52.9% |
| 5Y | +102.6% | +79.9% | +22.8% | -11.0% |
| 10Y | +3.8% | +229.7% | -225.9% | -76.6% |
| All | +249.3% | +721.7% | -472.3% | -76.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling