+91.5%
HALO vs VEU
+17.0%
+74.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.6% | +0.5% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | +20.3% | -2.1% | +22.5% | +21.4% |
| 3M | +56.6% | -2.7% | +59.3% | +58.4% |
| 6M | +101.9% | +3.2% | +98.7% | +97.1% |
| YTD | +93.7% | +12.6% | +81.1% | +78.0% |
| 1Y | +91.5% | +17.1% | +74.4% | +73.8% |
| All | +91.5% | +17.0% | +74.5% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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