+91.5%
HALO vs VCLT
-3.2%
+94.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.4% |
| 7D | +0.2% | +0.4% | -0.2% | -0.1% |
| 30D | +20.3% | +3.9% | +16.4% | +16.3% |
| 3M | +56.6% | -1.9% | +58.5% | +59.1% |
| 6M | +101.9% | -2.6% | +104.5% | +105.6% |
| YTD | +93.7% | -3.1% | +96.8% | +99.3% |
| 1Y | +91.5% | -3.6% | +95.1% | +98.5% |
| All | +91.5% | -3.2% | +94.8% | +98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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