-1.6%
HAL price history and return analytics
+374.2%
-375.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | +0.4% | +2.5% | +2.3% |
| 30D | +17.0% | +1.0% | +16.1% | +15.3% |
| 3M | -9.7% | +2.4% | -12.0% | -13.3% |
| 6M | +8.6% | +12.0% | -3.4% | -9.4% |
| YTD | +33.0% | +15.3% | +17.6% | +6.4% |
| 1Y | +68.3% | +22.6% | +45.7% | +23.3% |
| 3Y | +0.1% | +74.7% | -74.6% | -55.7% |
| 5Y | +102.6% | +66.1% | +36.5% | -4.6% |
| 10Y | +3.8% | +225.0% | -221.2% | -77.8% |
| All | -1.6% | +374.2% | -375.8% | -89.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling