+297.5%
VST vs HAL
-10.0%
+307.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | -0.5% | -7.9% | +7.4% | +2.1% |
| 30D | -17.1% | -2.1% | -15.0% | -16.4% |
| 3M | -4.6% | +0.4% | -5.0% | -4.7% |
| 6M | -9.1% | -19.2% | +10.2% | -3.8% |
| YTD | -16.6% | +14.4% | -31.0% | -22.5% |
| 1Y | -29.5% | +18.0% | -47.5% | -35.5% |
| 3Y | +297.5% | -9.7% | +307.2% | +295.5% |
| All | +297.5% | -10.0% | +307.6% | +295.5% |
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 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