-22.0%
VST vs HAL
+28.0%
-50.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -1.3% |
| 7D | +6.6% | +6.1% | +0.5% | +6.2% |
| 30D | -12.4% | +2.9% | -15.3% | -12.2% |
| 3M | -9.0% | +3.3% | -12.3% | -8.5% |
| 6M | -6.4% | -16.9% | +10.5% | -7.3% |
| YTD | -17.2% | +21.2% | -38.4% | -14.0% |
| 1Y | -22.0% | +27.5% | -49.6% | -18.0% |
| All | -22.0% | +28.0% | -50.0% | -18.0% |
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