+218.3%
HAL vs VTV
+736.6%
-518.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +2.8% |
| 7D | +6.1% | +2.9% | +3.2% | +1.7% |
| 30D | +2.9% | +3.8% | -0.9% | -2.7% |
| 3M | +3.3% | +1.6% | +1.8% | +0.7% |
| 6M | -16.9% | +11.2% | -28.1% | -29.3% |
| YTD | +21.2% | +22.0% | -0.8% | -10.2% |
| 1Y | +27.5% | +24.9% | +2.7% | -8.7% |
| 3Y | -6.4% | +78.5% | -84.9% | -59.6% |
| 5Y | +58.0% | +77.8% | -19.8% | -29.8% |
| 10Y | -14.6% | +231.1% | -245.7% | -81.0% |
| All | +218.3% | +736.6% | -518.2% | -79.4% |
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 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