+103.6%
HAL vs VYM
+75.8%
+27.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.3% | -2.1% |
| 7D | -3.3% | -1.9% | -1.4% | -0.5% |
| 30D | +7.2% | -2.6% | +9.8% | +11.4% |
| 3M | -8.8% | +3.6% | -12.4% | -13.9% |
| 6M | +3.0% | +8.7% | -5.7% | -10.3% |
| YTD | +29.4% | +14.1% | +15.3% | +4.5% |
| 1Y | +62.8% | +17.8% | +45.0% | +24.9% |
| 3Y | -6.4% | +64.5% | -71.0% | -57.2% |
| 5Y | +103.6% | +77.5% | +26.1% | -17.8% |
| All | +103.6% | +75.8% | +27.8% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 5y: compounded portfolio wealth divided by compounded VYM 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…
5y analysis · Full analysis span regression · 6 months rolling