+1,871.2%
HALO vs VT
+374.2%
+1,497.0%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +4.6% | +0.4% | +4.1% | +4.1% |
| 30D | +31.8% | +1.0% | +30.8% | +30.5% |
| 3M | +53.9% | +2.4% | +51.5% | +49.2% |
| 6M | +57.4% | +12.0% | +45.4% | +37.4% |
| YTD | +63.7% | +15.3% | +48.4% | +38.1% |
| 1Y | +50.1% | +22.6% | +27.5% | +17.7% |
| 3Y | +157.3% | +74.7% | +82.7% | +32.5% |
| 5Y | +161.0% | +66.1% | +94.8% | +40.7% |
| 10Y | +1,018.7% | +225.0% | +793.7% | +165.5% |
| All | +1,871.2% | +374.2% | +1,497.0% | +210.9% |
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