-16.8%
HAL price history and return analytics
+224.4%
-241.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.2% | +1.7% |
| 7D | -0.2% | -0.7% | +0.5% | +0.6% |
| 30D | +1.0% | -1.7% | +2.8% | +3.1% |
| 3M | -2.1% | -2.3% | +0.2% | +0.5% |
| 6M | -17.5% | +1.5% | -19.0% | -20.8% |
| YTD | +18.1% | +12.0% | +6.1% | -3.5% |
| 1Y | +19.7% | +12.9% | +6.9% | -3.4% |
| 3Y | -7.9% | +74.9% | -82.9% | -62.7% |
| 5Y | +53.1% | +59.9% | -6.9% | -29.0% |
| 10Y | -16.8% | +224.6% | -241.4% | -84.0% |
| All | -16.8% | +224.4% | -241.1% | -84.0% |
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