-14.9%
HAL price history and return analytics
+221.8%
-236.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.5% |
| 7D | +6.1% | +2.4% | +3.7% | +2.5% |
| 30D | +2.9% | -1.5% | +4.4% | +4.7% |
| 3M | +3.3% | -4.1% | +7.5% | +9.0% |
| 6M | -16.9% | +0.6% | -17.5% | -19.1% |
| YTD | +21.2% | +11.0% | +10.1% | +0.2% |
| 1Y | +27.5% | +13.3% | +14.2% | +2.2% |
| 3Y | -6.4% | +73.4% | -79.8% | -61.7% |
| 5Y | +58.0% | +57.4% | +0.6% | -24.9% |
| All | -14.9% | +221.8% | -236.6% | -83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling