+185.9%
HALO vs VSXY
+352.7%
-166.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | +0.1% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | +5.3% | -18.7% | +24.0% | +6.1% |
| 3M | +51.6% | -4.0% | +55.5% | +51.8% |
| 6M | +61.3% | +67.5% | -6.2% | +57.0% |
| YTD | +59.3% | +39.7% | +19.6% | +56.2% |
| 1Y | +38.3% | +180.0% | -141.7% | +31.4% |
| 3Y | +185.9% | +337.3% | -151.4% | +161.2% |
| All | +185.9% | +352.7% | -166.9% | +161.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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