+814.4%
VOO vs HAL
+40.1%
+774.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +3.3% | +2.6% | +0.6% | +2.7% |
| 30D | -2.7% | -0.1% | -2.6% | -2.8% |
| 3M | -1.7% | -1.1% | -0.6% | -1.8% |
| 6M | +3.1% | -20.7% | +23.9% | +7.8% |
| YTD | +11.9% | +17.5% | -5.6% | +6.4% |
| 1Y | +12.1% | +24.1% | -12.0% | +5.1% |
| 3Y | +78.6% | -8.4% | +87.0% | +75.1% |
| 5Y | +73.8% | +53.2% | +20.6% | +44.5% |
| 10Y | +312.3% | -17.2% | +329.5% | +245.1% |
| All | +814.4% | +40.1% | +774.3% | +512.1% |
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 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