+223.1%
VLO vs HAL
-10.0%
+233.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.8% | +2.9% |
| 7D | -6.5% | -7.9% | +1.4% | -2.1% |
| 30D | -17.8% | -2.1% | -15.7% | -16.8% |
| 3M | +19.6% | +0.4% | +19.2% | +18.7% |
| 6M | +49.3% | -19.2% | +68.5% | +66.7% |
| YTD | +122.4% | +14.4% | +108.0% | +104.4% |
| 1Y | +107.4% | +18.0% | +89.5% | +87.3% |
| 3Y | +223.1% | -9.7% | +232.8% | +232.1% |
| All | +223.1% | -10.0% | +233.1% | +232.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling