+1,068.3%
HALO vs VT
+215.5%
+852.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +0.2% | -16.0% | -15.9% |
| 7D | -20.8% | -2.3% | -18.5% | -19.1% |
| 30D | -6.5% | -5.0% | -1.5% | -2.0% |
| 3M | +20.8% | -4.9% | +25.7% | +26.5% |
| 6M | +56.2% | -1.5% | +57.7% | +57.5% |
| YTD | +54.0% | +8.5% | +45.5% | +41.5% |
| 1Y | +51.5% | +11.4% | +40.2% | +35.7% |
| 3Y | +193.9% | +70.1% | +123.8% | +73.2% |
| 5Y | +154.6% | +53.7% | +100.8% | +65.6% |
| All | +1,068.3% | +215.5% | +852.8% | +198.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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