+35,889.1%
VLO vs HAL
+597.8%
+35,291.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | +5.2% | +2.9% | +2.3% | +3.9% |
| 30D | +22.6% | +17.0% | +5.6% | +14.3% |
| 3M | +43.8% | -9.7% | +53.4% | +49.6% |
| 6M | +65.7% | +8.6% | +57.1% | +59.2% |
| YTD | +131.1% | +33.0% | +98.1% | +103.2% |
| 1Y | +143.6% | +68.3% | +75.3% | +92.0% |
| 3Y | +201.4% | +0.1% | +201.3% | +192.9% |
| 5Y | +568.9% | +102.6% | +466.3% | +372.3% |
| 10Y | +891.8% | +3.8% | +888.0% | +707.1% |
| All | +35,889.1% | +597.8% | +35,291.3% | +15,047.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling