+2,426.8%
HALO vs VRSN
+2,104.0%
+322.8%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.6% |
| 7D | -2.1% | -1.0% | -1.0% | -1.6% |
| 30D | +4.6% | -1.9% | +6.5% | +5.3% |
| 3M | +50.2% | +1.4% | +48.9% | +48.1% |
| 6M | +57.6% | +19.0% | +38.6% | +42.8% |
| YTD | +59.6% | +19.2% | +40.4% | +43.3% |
| 1Y | +41.2% | +1.7% | +39.5% | +36.3% |
| 3Y | +178.9% | +41.4% | +137.4% | +126.9% |
| 5Y | +160.1% | +31.7% | +128.4% | +115.0% |
| 10Y | +967.5% | +290.3% | +677.2% | +410.3% |
| All | +2,426.8% | +2,104.0% | +322.8% | +590.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling