+195.5%
VLO vs HAL
-2.7%
+198.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | +5.2% | +2.9% | +2.3% | +3.5% |
| 30D | +22.6% | +17.0% | +5.6% | +12.1% |
| 3M | +43.8% | -9.7% | +53.4% | +51.3% |
| 6M | +65.7% | +8.6% | +57.1% | +57.5% |
| YTD | +131.1% | +33.0% | +98.1% | +96.3% |
| 1Y | +143.6% | +68.3% | +75.3% | +80.5% |
| All | +195.5% | -2.7% | +198.2% | +190.5% |
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