+185.3%
HALO vs VRSN
+42.7%
+142.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.0% | -0.5% |
| 7D | -3.4% | -1.5% | -1.9% | -3.1% |
| 30D | +4.3% | +0.7% | +3.5% | +4.0% |
| 3M | +51.8% | +0.6% | +51.2% | +51.2% |
| 6M | +57.8% | +21.7% | +36.1% | +47.5% |
| YTD | +59.0% | +20.0% | +39.0% | +48.9% |
| 1Y | +41.2% | +3.2% | +38.0% | +40.9% |
| All | +185.3% | +42.7% | +142.6% | +149.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling