+185.9%
HALO vs VIG
+55.8%
+130.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.6% |
| 7D | -2.7% | -1.1% | -1.6% | -1.6% |
| 30D | +5.3% | -2.7% | +8.1% | +8.5% |
| 3M | +51.6% | +2.5% | +49.0% | +47.7% |
| 6M | +61.3% | +9.2% | +52.0% | +46.8% |
| YTD | +59.3% | +9.8% | +49.5% | +44.3% |
| 1Y | +38.3% | +12.4% | +25.9% | +22.0% |
| 3Y | +185.9% | +55.9% | +130.0% | +61.0% |
| All | +185.9% | +55.8% | +130.1% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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