+185.9%
HALO vs VOO
+77.4%
+108.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.4% |
| 7D | -2.7% | -0.8% | -1.9% | -2.2% |
| 30D | +5.3% | -1.1% | +6.4% | +6.1% |
| 3M | +51.6% | +3.9% | +47.7% | +47.4% |
| 6M | +61.3% | +13.6% | +47.6% | +46.5% |
| YTD | +59.3% | +12.7% | +46.6% | +45.5% |
| 1Y | +38.3% | +17.6% | +20.7% | +22.2% |
| 3Y | +185.9% | +77.3% | +108.5% | +65.5% |
| All | +185.9% | +77.4% | +108.5% | +65.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling