+1,753.8%
HALO vs VT
+346.0%
+1,407.8%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +0.2% | -16.0% | -16.0% |
| 7D | -20.8% | -2.3% | -18.5% | -18.7% |
| 30D | -6.5% | -5.0% | -1.5% | -1.1% |
| 3M | +20.8% | -4.9% | +25.7% | +27.7% |
| 6M | +56.2% | -1.5% | +57.7% | +57.6% |
| YTD | +54.0% | +8.5% | +45.5% | +38.8% |
| 1Y | +51.5% | +11.4% | +40.2% | +32.4% |
| 3Y | +193.9% | +70.1% | +123.8% | +55.4% |
| 5Y | +154.6% | +53.7% | +100.8% | +49.6% |
| 10Y | +1,124.9% | +220.0% | +905.0% | +192.7% |
| All | +1,753.8% | +346.0% | +1,407.8% | +212.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling