+158.7%
OVV vs HALO
+149.7%
+9.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.8% |
| 7D | -3.7% | +0.5% | -4.3% | -3.8% |
| 30D | +8.0% | +5.0% | +3.0% | +7.3% |
| 3M | +11.3% | +53.1% | -41.9% | +5.2% |
| 6M | +24.0% | +60.8% | -36.8% | +16.1% |
| YTD | +65.3% | +60.9% | +4.4% | +54.1% |
| 1Y | +60.2% | +42.8% | +17.4% | +51.9% |
| 3Y | +46.9% | +181.3% | -134.3% | +16.7% |
| 5Y | +158.7% | +157.6% | +1.1% | +102.9% |
| All | +158.7% | +149.7% | +9.0% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 5y: compounded portfolio wealth divided by compounded HALO 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…
5y analysis · Full analysis span regression · 6 months rolling