+64.6%
VTI vs HAL
+58.8%
+5.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -0.9% |
| 7D | +2.5% | +6.1% | -3.6% | +1.5% |
| 30D | -1.5% | +2.9% | -4.4% | -2.1% |
| 3M | -3.2% | +3.3% | -6.5% | -4.0% |
| 6M | +2.3% | -16.9% | +19.2% | +5.3% |
| YTD | +11.6% | +21.2% | -9.5% | +6.2% |
| 1Y | +13.8% | +27.5% | -13.8% | +7.1% |
| 3Y | +77.4% | -6.4% | +83.9% | +72.1% |
| All | +64.6% | +58.8% | +5.7% | +37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling