+876.3%
HALO vs VRSN
+299.1%
+577.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.4% |
| 7D | -2.7% | +0.2% | -2.9% | -2.8% |
| 30D | +5.3% | +3.8% | +1.6% | +3.4% |
| 3M | +51.6% | +5.0% | +46.6% | +47.3% |
| 6M | +61.3% | +24.9% | +36.4% | +43.1% |
| YTD | +59.3% | +21.6% | +37.7% | +42.1% |
| 1Y | +38.3% | +2.4% | +35.9% | +33.8% |
| 3Y | +185.9% | +47.3% | +138.5% | +126.6% |
| 5Y | +159.9% | +34.7% | +125.2% | +111.3% |
| All | +876.3% | +299.1% | +577.3% | +352.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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