+897.3%
VST vs HAL
-14.3%
+911.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.3% | -2.9% | -5.3% |
| 7D | -19.9% | -11.1% | -8.8% | -17.3% |
| 30D | -29.7% | -2.4% | -27.2% | -29.2% |
| 3M | -19.6% | +0.8% | -20.3% | -19.8% |
| 6M | -29.4% | -22.8% | -6.6% | -24.9% |
| YTD | -29.7% | +14.5% | -44.2% | -33.3% |
| 1Y | -40.0% | +20.2% | -60.2% | -44.0% |
| 3Y | +231.0% | -15.2% | +246.2% | +232.5% |
| 5Y | +500.1% | +42.5% | +457.5% | +404.0% |
| 10Y | +1,004.2% | -16.5% | +1,020.7% | +684.5% |
| All | +897.3% | -14.3% | +911.7% | +606.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling