+361.8%
VRT vs HAL
-16.0%
+377.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.7% | +3.6% |
| 7D | -21.4% | -12.0% | -9.4% | -17.3% |
| 30D | -25.8% | +0.3% | -26.1% | -25.6% |
| 3M | -33.5% | -1.6% | -31.9% | -33.1% |
| 6M | -49.0% | -20.5% | -28.5% | -44.6% |
| YTD | +12.9% | +14.2% | -1.3% | +4.6% |
| 1Y | 0.0% | +18.9% | -18.8% | -9.0% |
| 3Y | +361.8% | -13.7% | +375.5% | +351.3% |
| All | +361.8% | -16.0% | +377.8% | +351.3% |
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