+476.5%
V vs HAL
-16.5%
+493.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -0.4% | +2.6% | -3.0% | -0.9% |
| 30D | +6.3% | -0.1% | +6.4% | +6.2% |
| 3M | +17.2% | -1.1% | +18.3% | +17.0% |
| 6M | +29.2% | -20.7% | +50.0% | +34.5% |
| YTD | +20.8% | +17.5% | +3.3% | +15.0% |
| 1Y | +25.0% | +24.1% | +0.9% | +17.5% |
| 3Y | +75.3% | -8.4% | +83.7% | +71.6% |
| 5Y | +105.8% | +53.2% | +52.6% | +71.1% |
| All | +476.5% | -16.5% | +493.0% | +339.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling