+7.4%
HAL price history and return analytics
+222.7%
-215.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.8% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | +10.9% | -0.7% | +11.6% | +11.8% |
| 3M | -5.8% | +4.0% | -9.8% | -12.1% |
| 6M | +8.1% | +12.3% | -4.2% | -11.2% |
| YTD | +33.2% | +14.0% | +19.2% | +6.7% |
| 1Y | +74.2% | +20.3% | +53.9% | +28.3% |
| 3Y | -3.7% | +75.4% | -79.1% | -61.0% |
| 5Y | +111.9% | +66.0% | +45.9% | -6.9% |
| 10Y | +7.4% | +228.2% | -220.8% | -80.8% |
| All | +7.4% | +222.7% | -215.3% | -80.8% |
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