+150.3%
HAL vs VWO
+326.6%
-176.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +0.5% | +0.9% | -0.4% | -0.4% |
| 30D | +15.9% | +1.3% | +14.7% | +14.5% |
| 3M | -8.7% | +5.1% | -13.8% | -13.6% |
| 6M | +9.0% | +12.5% | -3.5% | -4.4% |
| YTD | +32.0% | +14.0% | +18.0% | +14.0% |
| 1Y | +72.5% | +19.7% | +52.7% | +42.1% |
| 3Y | -4.5% | +66.8% | -71.3% | -43.2% |
| 5Y | +109.7% | +36.2% | +73.5% | +50.4% |
| 10Y | +1.2% | +111.0% | -109.8% | -47.4% |
| All | +150.3% | +326.6% | -176.3% | -33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling