+53.1%
HAL vs VIG
+65.3%
-12.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +2.5% |
| 7D | -0.2% | -0.3% | +0.1% | +0.1% |
| 30D | +1.0% | +4.9% | -3.9% | -4.3% |
| 3M | -2.1% | +2.9% | -5.0% | -5.4% |
| 6M | -17.5% | +11.2% | -28.7% | -27.0% |
| YTD | +18.1% | +16.0% | +2.2% | -0.7% |
| 1Y | +19.7% | +17.0% | +2.8% | -0.4% |
| 3Y | -7.9% | +66.9% | -74.8% | -47.7% |
| 5Y | +53.1% | +65.8% | -12.8% | -13.2% |
| All | +53.1% | +65.3% | -12.2% | -13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling