+21.2%
IGV vs HAL
+112.2%
-91.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.9% |
| 7D | -1.5% | -1.3% | -0.2% | -1.3% |
| 30D | -3.0% | +10.9% | -13.9% | -4.6% |
| 3M | +9.6% | -5.8% | +15.4% | +10.4% |
| 6M | +16.1% | +8.1% | +8.0% | +14.0% |
| YTD | -3.6% | +33.2% | -36.8% | -9.1% |
| 1Y | -7.8% | +74.2% | -82.0% | -17.5% |
| 3Y | +40.0% | -3.7% | +43.7% | +34.6% |
| 5Y | +21.2% | +111.9% | -90.7% | +6.0% |
| All | +21.2% | +112.2% | -91.0% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling