+2,426.8%
HALO vs VSAT
+183.8%
+2,243.1%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.9% | +6.1% | +0.7% |
| 7D | -2.1% | +3.5% | -5.6% | -2.9% |
| 30D | +4.6% | -14.7% | +19.3% | +8.0% |
| 3M | +50.2% | +13.2% | +37.1% | +42.1% |
| 6M | +57.6% | +57.4% | +0.2% | +35.0% |
| YTD | +59.6% | +110.0% | -50.4% | +25.4% |
| 1Y | +41.2% | +134.4% | -93.2% | +5.5% |
| 3Y | +178.9% | +203.5% | -24.7% | +57.9% |
| 5Y | +160.1% | +47.1% | +113.0% | +63.4% |
| 10Y | +967.5% | +0.4% | +967.1% | +590.6% |
| All | +2,426.8% | +183.8% | +2,243.1% | +844.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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