+454.5%
V vs HAL
-18.9%
+473.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +0.6% | -6.5% | +7.1% | +1.9% |
| 30D | +9.7% | -2.1% | +11.9% | +10.0% |
| 3M | +17.3% | -4.9% | +22.1% | +18.1% |
| 6M | +33.2% | -19.3% | +52.5% | +38.1% |
| YTD | +21.3% | +14.3% | +7.0% | +16.2% |
| 1Y | +27.3% | +17.3% | +10.0% | +21.1% |
| 3Y | +76.1% | -10.9% | +87.0% | +73.4% |
| 5Y | +103.5% | +47.4% | +56.0% | +70.6% |
| 10Y | +454.5% | -20.8% | +475.3% | +322.3% |
| All | +454.5% | -18.9% | +473.4% | +322.3% |
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 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