+77.6%
HL vs VIG
+13.0%
+64.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -3.1% |
| 7D | -4.4% | -1.1% | -3.3% | -1.6% |
| 30D | +9.3% | -2.7% | +12.0% | +17.7% |
| 3M | +32.0% | +2.5% | +29.4% | +23.5% |
| 6M | -6.4% | +9.2% | -15.7% | -24.3% |
| YTD | +3.1% | +9.8% | -6.7% | -15.9% |
| 1Y | +77.6% | +12.4% | +65.2% | +36.7% |
| All | +77.6% | +13.0% | +64.5% | +36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling