+876.3%
HALO vs VOO
+325.3%
+551.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.6% |
| 7D | -2.7% | -0.8% | -1.9% | -2.1% |
| 30D | +5.3% | -1.1% | +6.4% | +6.3% |
| 3M | +51.6% | +3.9% | +47.7% | +46.4% |
| 6M | +61.3% | +13.6% | +47.6% | +43.7% |
| YTD | +59.3% | +12.7% | +46.6% | +42.9% |
| 1Y | +38.3% | +17.6% | +20.7% | +19.2% |
| 3Y | +185.9% | +77.3% | +108.5% | +68.2% |
| 5Y | +159.9% | +84.1% | +75.8% | +46.7% |
| All | +876.3% | +325.3% | +551.0% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling