+91.5%
HALO vs VLTO
+18.3%
+73.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.3% |
| 7D | +0.2% | +13.8% | -13.6% | -1.4% |
| 30D | +20.3% | +21.2% | -0.8% | +17.3% |
| 3M | +56.6% | +21.5% | +35.1% | +52.7% |
| 6M | +101.9% | +33.0% | +68.9% | +93.7% |
| YTD | +93.7% | +17.8% | +75.9% | +81.9% |
| 1Y | +91.5% | +18.1% | +73.4% | +80.1% |
| All | +91.5% | +18.3% | +73.2% | +80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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