+12.5%
HAL vs VIG
+655.9%
-643.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +2.2% |
| 7D | -0.2% | -0.3% | +0.1% | +0.2% |
| 30D | +1.0% | +4.9% | -3.9% | -6.3% |
| 3M | -2.1% | +2.9% | -5.0% | -6.8% |
| 6M | -17.5% | +11.2% | -28.7% | -30.2% |
| YTD | +18.1% | +16.0% | +2.2% | -6.7% |
| 1Y | +19.7% | +17.0% | +2.8% | -6.7% |
| 3Y | -7.9% | +66.9% | -74.8% | -57.5% |
| 5Y | +53.1% | +65.8% | -12.8% | -29.7% |
| 10Y | -16.8% | +263.6% | -280.4% | -87.1% |
| All | +12.5% | +655.9% | -643.4% | -94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling