+185.3%
HALO vs VO
+54.6%
+130.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.4% |
| 7D | -3.4% | -2.5% | -0.9% | -1.5% |
| 30D | +4.3% | -3.2% | +7.5% | +6.9% |
| 3M | +51.8% | +3.9% | +47.8% | +47.1% |
| 6M | +57.8% | +9.6% | +48.1% | +46.4% |
| YTD | +59.0% | +11.6% | +47.4% | +45.4% |
| 1Y | +41.2% | +12.6% | +28.5% | +27.9% |
| All | +185.3% | +54.6% | +130.7% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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