+76.9%
VOO vs HAL
-4.5%
+81.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.6% |
| 7D | -0.4% | -1.3% | +1.0% | -0.2% |
| 30D | -1.4% | +10.9% | -12.3% | -3.0% |
| 3M | +3.7% | -5.8% | +9.6% | +4.6% |
| 6M | +13.0% | +8.1% | +4.9% | +10.8% |
| YTD | +12.4% | +33.2% | -20.8% | +5.6% |
| 1Y | +18.6% | +74.2% | -55.6% | +4.9% |
| All | +76.9% | -4.5% | +81.4% | +64.9% |
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