+1,216.9%
VST vs HAL
-0.5%
+1,217.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.7% |
| 7D | +8.9% | +2.9% | +6.0% | +8.1% |
| 30D | +6.2% | +17.0% | -10.8% | +1.7% |
| 3M | -2.7% | -9.7% | +6.9% | -0.6% |
| 6M | -8.4% | +8.6% | -17.0% | -11.2% |
| YTD | -7.2% | +33.0% | -40.2% | -15.3% |
| 1Y | -20.9% | +68.3% | -89.2% | -33.0% |
| 3Y | +384.0% | +0.1% | +383.9% | +364.5% |
| 5Y | +757.1% | +102.6% | +654.4% | +552.9% |
| All | +1,216.9% | -0.5% | +1,217.3% | +796.3% |
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