-20.9%
VST vs HAL
+74.7%
-95.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.5% |
| 7D | +8.9% | +2.9% | +6.0% | +9.0% |
| 30D | +6.2% | +17.0% | -10.8% | +6.5% |
| 3M | -2.7% | -9.7% | +6.9% | -3.2% |
| 6M | -8.4% | +8.6% | -17.0% | -8.6% |
| YTD | -7.2% | +33.0% | -40.2% | -6.6% |
| 1Y | -20.9% | +68.3% | -89.2% | -18.5% |
| All | -20.9% | +74.7% | -95.6% | -18.5% |
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