+80.0%
HALO vs VTEB
+0.7%
+79.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.4% | -6.1% | -6.2% |
| 7D | -6.3% | +1.2% | -7.5% | -7.9% |
| 30D | +12.1% | +4.2% | +7.9% | +5.4% |
| 3M | +47.1% | -0.5% | +47.6% | +56.0% |
| 6M | +86.7% | -0.6% | +87.2% | +98.1% |
| YTD | +82.7% | +0.3% | +82.4% | +78.5% |
| 1Y | +80.0% | +0.8% | +79.2% | +69.5% |
| All | +80.0% | +0.7% | +79.4% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling