+611.0%
VRT vs HAL
-2.7%
+613.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +4.9% | +4.6% |
| 7D | +9.1% | +2.9% | +6.2% | +8.0% |
| 30D | +0.9% | +17.0% | -16.1% | -4.7% |
| 3M | -13.4% | -9.7% | -3.7% | -10.5% |
| 6M | +11.7% | +8.6% | +3.1% | +6.7% |
| YTD | +73.2% | +33.0% | +40.2% | +52.7% |
| 1Y | +123.4% | +68.3% | +55.1% | +78.0% |
| All | +611.0% | -2.7% | +613.7% | +494.1% |
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 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