+19.4%
IVV vs HAL
+70.0%
-50.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.6% |
| 7D | +0.5% | +0.5% | 0.0% | +0.5% |
| 30D | -1.0% | +15.9% | -16.9% | -1.4% |
| 3M | +3.9% | -8.7% | +12.6% | +4.3% |
| 6M | +14.5% | +9.0% | +5.5% | +13.4% |
| YTD | +12.9% | +32.0% | -19.1% | +10.3% |
| 1Y | +19.4% | +72.5% | -53.1% | +15.8% |
| All | +19.4% | +70.0% | -50.7% | +15.8% |
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