+75.7%
VTI vs HAL
-7.8%
+83.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +0.9% |
| 7D | -0.9% | -3.3% | +2.4% | -0.3% |
| 30D | -1.4% | +8.2% | -9.6% | -2.8% |
| 3M | +3.6% | -9.4% | +13.0% | +5.2% |
| 6M | +13.6% | +0.6% | +13.0% | +12.6% |
| YTD | +12.9% | +28.6% | -15.7% | +6.1% |
| 1Y | +17.2% | +63.9% | -46.7% | +3.8% |
| 3Y | +75.7% | -7.1% | +82.8% | +63.9% |
| All | +75.7% | -7.8% | +83.5% | +63.9% |
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 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