-2.1%
IGV vs HAL
+74.7%
-76.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.2% |
| 7D | -4.5% | +2.9% | -7.4% | -4.5% |
| 30D | +3.2% | +17.0% | -13.8% | +3.1% |
| 3M | +4.5% | -9.7% | +14.2% | +4.9% |
| 6M | +22.1% | +8.6% | +13.5% | +21.4% |
| YTD | -1.0% | +33.0% | -34.0% | -3.2% |
| 1Y | -2.1% | +68.3% | -70.4% | -5.6% |
| All | -2.1% | +74.7% | -76.8% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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