+357.7%
IGV vs HAL
+4.5%
+353.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.4% |
| 7D | -2.9% | -3.3% | +0.4% | -2.4% |
| 30D | -1.5% | +8.2% | -9.7% | -2.9% |
| 3M | +11.7% | -9.4% | +21.1% | +13.2% |
| 6M | +18.4% | +0.6% | +17.8% | +17.6% |
| YTD | -3.9% | +28.6% | -32.5% | -8.9% |
| 1Y | -9.7% | +63.9% | -73.6% | -18.2% |
| 3Y | +38.4% | -7.1% | +45.6% | +35.7% |
| 5Y | +21.6% | +102.3% | -80.7% | +1.3% |
| All | +357.7% | +4.5% | +353.2% | +262.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling