+185.9%
HALO vs VTEB
+8.6%
+177.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | -0.2% |
| 7D | -2.7% | -0.9% | -1.8% | -1.7% |
| 30D | +5.3% | -2.5% | +7.8% | +8.4% |
| 3M | +51.6% | -3.0% | +54.5% | +56.8% |
| 6M | +61.3% | -2.1% | +63.4% | +65.3% |
| YTD | +59.3% | -1.5% | +60.8% | +62.3% |
| 1Y | +38.3% | +0.2% | +38.1% | +38.8% |
| 3Y | +185.9% | +8.6% | +177.3% | +143.3% |
| All | +185.9% | +8.6% | +177.3% | +143.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling