+190.8%
HALO vs VLTO
+26.2%
+164.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.5% |
| 7D | +0.5% | -1.6% | +2.1% | +1.0% |
| 30D | +5.0% | -2.9% | +7.9% | +5.9% |
| 3M | +53.1% | +12.7% | +40.5% | +47.3% |
| 6M | +60.8% | +1.6% | +59.2% | +59.3% |
| YTD | +60.9% | -4.0% | +64.9% | +61.8% |
| 1Y | +42.8% | -10.2% | +53.0% | +47.0% |
| All | +190.8% | +26.2% | +164.7% | +164.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling