+68.3%
HAL vs VWO
+23.1%
+45.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.7% |
| 7D | +2.9% | +1.1% | +1.9% | +2.8% |
| 30D | +17.0% | +2.4% | +14.7% | +16.7% |
| 3M | -9.7% | +2.0% | -11.6% | -9.8% |
| 6M | +8.6% | +10.7% | -2.0% | +6.1% |
| YTD | +33.0% | +14.4% | +18.6% | +25.9% |
| 1Y | +68.3% | +22.7% | +45.6% | +77.6% |
| All | +68.3% | +23.1% | +45.2% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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