+1,024.4%
VRT vs HAL
+101.7%
+922.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +3.9% |
| 7D | +13.6% | +0.5% | +13.2% | +13.4% |
| 30D | +6.8% | +15.9% | -9.2% | +1.7% |
| 3M | -3.2% | -8.7% | +5.5% | -0.9% |
| 6M | +20.3% | +9.0% | +11.3% | +15.7% |
| YTD | +79.6% | +32.0% | +47.6% | +61.9% |
| 1Y | +139.0% | +72.5% | +66.5% | +96.0% |
| 3Y | +644.6% | -4.5% | +649.1% | +606.6% |
| 5Y | +1,024.4% | +109.7% | +914.7% | +852.3% |
| All | +1,024.4% | +101.7% | +922.7% | +852.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling