+790.3%
VLO vs HAL
-13.9%
+804.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.1% | -1.8% | -0.4% |
| 7D | +9.6% | +6.1% | +3.5% | +6.1% |
| 30D | -17.4% | +2.9% | -20.3% | -18.8% |
| 3M | +10.8% | +3.3% | +7.4% | +8.3% |
| 6M | +56.9% | -16.9% | +73.9% | +72.3% |
| YTD | +136.8% | +21.2% | +115.6% | +110.7% |
| 1Y | +120.7% | +27.5% | +93.1% | +90.8% |
| 3Y | +231.9% | -6.4% | +238.4% | +229.6% |
| 5Y | +479.0% | +58.0% | +421.0% | +314.5% |
| All | +790.3% | -13.9% | +804.2% | +525.0% |
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