+143.6%
VLO vs HAL
+74.7%
+68.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | +5.2% | +2.9% | +2.3% | +3.7% |
| 30D | +22.6% | +17.0% | +5.6% | +13.2% |
| 3M | +43.8% | -9.7% | +53.4% | +50.8% |
| 6M | +65.7% | +8.6% | +57.1% | +60.1% |
| YTD | +131.1% | +33.0% | +98.1% | +104.9% |
| 1Y | +143.6% | +68.3% | +75.3% | +106.6% |
| All | +143.6% | +74.7% | +68.9% | +106.6% |
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