+398.8%
HL vs VIG
+54.7%
+344.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.2% |
| 7D | -5.6% | -2.2% | -3.4% | -2.1% |
| 30D | +12.7% | -3.2% | +16.0% | +18.9% |
| 3M | +42.5% | +3.0% | +39.5% | +36.6% |
| 6M | -9.0% | +8.1% | -17.1% | -18.5% |
| YTD | +4.4% | +9.1% | -4.7% | -6.9% |
| 1Y | +82.7% | +12.6% | +70.1% | +56.9% |
| All | +398.8% | +54.7% | +344.1% | +150.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling