+72.6%
HAL vs VUG
+13.8%
+58.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.7% |
| 7D | +0.5% | +0.9% | -0.4% | +0.4% |
| 30D | +15.9% | -1.4% | +17.4% | +16.0% |
| 3M | -8.7% | +2.3% | -11.0% | -8.8% |
| 6M | +9.0% | +15.7% | -6.6% | +8.3% |
| YTD | +32.0% | +8.6% | +23.4% | +33.3% |
| All | +72.6% | +13.8% | +58.8% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling