+876.3%
HALO vs VEU
+155.0%
+721.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | -0.7% |
| 7D | -2.7% | -1.4% | -1.3% | -1.5% |
| 30D | +5.3% | -0.4% | +5.7% | +5.6% |
| 3M | +51.6% | +2.5% | +49.0% | +48.0% |
| 6M | +61.3% | +11.1% | +50.1% | +45.7% |
| YTD | +59.3% | +16.5% | +42.8% | +37.8% |
| 1Y | +38.3% | +22.9% | +15.3% | +13.8% |
| 3Y | +185.9% | +73.4% | +112.5% | +70.6% |
| 5Y | +159.9% | +56.1% | +103.8% | +70.7% |
| All | +876.3% | +155.0% | +721.3% | +309.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling