+954.4%
VTI vs HAL
+160.8%
+793.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.2% | -0.4% |
| 7D | +0.6% | +0.5% | +0.2% | +0.5% |
| 30D | -1.1% | +15.9% | -17.0% | -4.7% |
| 3M | +3.9% | -8.7% | +12.6% | +5.7% |
| 6M | +14.6% | +9.0% | +5.6% | +11.2% |
| YTD | +13.3% | +32.0% | -18.7% | +4.6% |
| 1Y | +19.2% | +72.5% | -53.3% | +2.5% |
| 3Y | +77.4% | -4.5% | +81.9% | +72.2% |
| 5Y | +74.0% | +109.7% | -35.6% | +32.8% |
| 10Y | +294.6% | +1.2% | +293.4% | +212.9% |
| All | +954.4% | +160.8% | +793.6% | +409.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling