+2,448.5%
HALO vs VO
+820.8%
+1,627.7%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.1% |
| 7D | +0.5% | +0.6% | -0.1% | -0.2% |
| 30D | +5.0% | -1.1% | +6.1% | +6.2% |
| 3M | +53.1% | +4.5% | +48.6% | +45.4% |
| 6M | +60.8% | +11.1% | +49.7% | +42.2% |
| YTD | +60.9% | +13.5% | +47.4% | +38.6% |
| 1Y | +42.8% | +14.5% | +28.3% | +21.3% |
| 3Y | +181.3% | +58.1% | +123.1% | +61.9% |
| 5Y | +157.6% | +43.3% | +114.3% | +62.9% |
| 10Y | +910.4% | +193.2% | +717.2% | +154.9% |
| All | +2,448.5% | +820.8% | +1,627.7% | +155.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling