+738.6%
IVV vs HAL
+95.2%
+643.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -2.7% | -12.0% | +9.3% | +0.1% |
| 30D | -5.4% | +0.3% | -5.7% | -5.5% |
| 3M | -4.1% | -1.6% | -2.4% | -4.0% |
| 6M | +0.7% | -20.5% | +21.2% | +5.3% |
| YTD | +8.7% | +14.2% | -5.5% | +4.0% |
| 1Y | +11.0% | +18.9% | -7.9% | +5.1% |
| 3Y | +75.4% | -13.7% | +89.2% | +74.5% |
| 5Y | +68.3% | +42.2% | +26.2% | +42.9% |
| 10Y | +315.5% | -16.7% | +332.2% | +248.2% |
| All | +738.6% | +95.2% | +643.4% | +360.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling