+91.5%
HALO vs VICR
+76.0%
+15.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -11.1% | +12.5% | +1.7% |
| 7D | +0.2% | -26.6% | +26.8% | +1.3% |
| 30D | +20.3% | -47.9% | +68.3% | +23.0% |
| 3M | +56.6% | -29.8% | +86.4% | +57.0% |
| 6M | +101.9% | -36.6% | +138.5% | +98.0% |
| YTD | +93.7% | +45.1% | +48.5% | +65.9% |
| 1Y | +91.5% | +80.0% | +11.5% | +60.9% |
| All | +91.5% | +76.0% | +15.6% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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