+26.6%
HAL vs VIG
+623.5%
-596.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.1% |
| 7D | +2.9% | -0.4% | +3.4% | +3.6% |
| 30D | +17.0% | -1.0% | +18.0% | +18.5% |
| 3M | -9.7% | +2.8% | -12.4% | -13.7% |
| 6M | +8.6% | +8.2% | +0.4% | -4.4% |
| YTD | +33.0% | +11.0% | +22.0% | +12.6% |
| 1Y | +68.3% | +16.1% | +52.2% | +33.0% |
| 3Y | +0.1% | +56.2% | -56.0% | -49.0% |
| 5Y | +102.6% | +63.0% | +39.6% | -4.3% |
| 10Y | +3.8% | +241.4% | -237.6% | -82.3% |
| All | +26.6% | +623.5% | -596.9% | -93.1% |
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