+876.3%
HALO vs VYM
+209.2%
+667.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.4% |
| 7D | -2.7% | -0.8% | -1.9% | -2.0% |
| 30D | +5.3% | -2.2% | +7.6% | +7.5% |
| 3M | +51.6% | +3.1% | +48.5% | +47.5% |
| 6M | +61.3% | +9.7% | +51.5% | +48.3% |
| YTD | +59.3% | +14.9% | +44.4% | +40.6% |
| 1Y | +38.3% | +17.6% | +20.7% | +19.4% |
| 3Y | +185.9% | +65.3% | +120.6% | +81.8% |
| 5Y | +159.9% | +78.7% | +81.2% | +54.6% |
| All | +876.3% | +209.2% | +667.2% | +164.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling