+185.9%
HALO vs VICR
+209.3%
-23.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.2% | -11.0% | -0.6% |
| 7D | -2.7% | +5.0% | -7.7% | -3.1% |
| 30D | +5.3% | -12.5% | +17.8% | +6.0% |
| 3M | +51.6% | -33.6% | +85.2% | +54.5% |
| 6M | +61.3% | +10.7% | +50.6% | +54.9% |
| YTD | +59.3% | +80.6% | -21.3% | +46.2% |
| 1Y | +38.3% | +288.4% | -250.1% | +18.0% |
| 3Y | +185.9% | +213.8% | -27.9% | +130.2% |
| All | +185.9% | +209.3% | -23.4% | +130.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling