+11.7%
IVV vs HAL
+17.1%
-5.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.2% | +2.3% |
| 7D | +0.1% | -7.9% | +8.0% | +0.2% |
| 30D | -3.3% | -2.1% | -1.3% | -3.3% |
| 3M | -2.4% | +0.4% | -2.8% | -2.4% |
| 6M | +2.6% | -19.2% | +21.9% | +3.2% |
| YTD | +11.3% | +14.4% | -3.1% | +8.2% |
| All | +11.7% | +17.1% | -5.4% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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