+1,144.2%
HALO vs VEU
+185.0%
+959.2%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.9% |
| 7D | -3.4% | -1.9% | -1.5% | -1.5% |
| 30D | +4.3% | -0.7% | +5.0% | +5.0% |
| 3M | +51.8% | +4.9% | +46.9% | +44.2% |
| 6M | +57.8% | +9.8% | +47.9% | +42.0% |
| YTD | +59.0% | +15.3% | +43.7% | +36.0% |
| 1Y | +41.2% | +23.0% | +18.1% | +12.8% |
| 3Y | +177.8% | +73.5% | +104.4% | +55.1% |
| 5Y | +159.5% | +54.5% | +105.0% | +61.3% |
| 10Y | +963.6% | +150.4% | +813.2% | +299.3% |
| All | +1,144.2% | +185.0% | +959.2% | +383.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling