+3.2%
HAL vs VIG
+247.5%
-244.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.2% |
| 7D | -3.3% | -2.2% | -1.0% | -0.2% |
| 30D | +7.2% | -3.2% | +10.4% | +12.1% |
| 3M | -8.8% | +3.0% | -11.8% | -13.1% |
| 6M | +3.0% | +8.1% | -5.2% | -8.9% |
| YTD | +29.4% | +9.1% | +20.3% | +13.0% |
| 1Y | +62.8% | +12.6% | +50.3% | +35.6% |
| 3Y | -6.4% | +55.4% | -61.8% | -51.0% |
| 5Y | +103.6% | +62.8% | +40.8% | -1.8% |
| All | +3.2% | +247.5% | -244.3% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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