+80.0%
HALO vs VYM
+17.8%
+62.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.3% | -2.4% | -2.6% |
| 7D | -6.3% | -3.0% | -3.2% | -3.5% |
| 30D | +12.1% | +0.9% | +11.2% | +11.7% |
| 3M | +47.1% | -2.7% | +49.8% | +51.1% |
| 6M | +86.7% | +3.4% | +83.2% | +81.5% |
| YTD | +82.7% | +13.3% | +69.4% | +66.1% |
| 1Y | +80.0% | +17.0% | +63.0% | +58.3% |
| All | +80.0% | +17.8% | +62.2% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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