+2,397.0%
VRT vs HAL
+2.9%
+2,394.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.9% | -2.8% | -4.8% |
| 7D | -7.7% | -3.3% | -4.4% | -6.9% |
| 30D | -12.0% | +7.2% | -19.2% | -13.7% |
| 3M | -11.7% | -8.8% | -2.9% | -9.8% |
| 6M | -8.1% | +3.0% | -11.1% | -9.7% |
| YTD | +53.2% | +29.4% | +23.8% | +41.1% |
| 1Y | +81.7% | +62.8% | +18.8% | +56.0% |
| 3Y | +535.3% | -6.4% | +541.7% | +520.9% |
| 5Y | +916.4% | +103.6% | +812.7% | +690.6% |
| All | +2,397.0% | +2.9% | +2,394.1% | +1,256.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling