-34.9%
VST vs HAL
+25.6%
-60.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -3.1% | -10.7% | -13.7% |
| 7D | -15.7% | -7.7% | -8.0% | -15.6% |
| 30D | -17.0% | +0.7% | -17.6% | -16.7% |
| 3M | -15.9% | +2.5% | -18.3% | -15.3% |
| 6M | -25.0% | -20.7% | -4.3% | -25.5% |
| YTD | -25.1% | +18.4% | -43.5% | -22.5% |
| 1Y | -34.9% | +25.6% | -60.4% | -31.7% |
| All | -34.9% | +25.6% | -60.4% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling