+161.1%
VEA vs HALO
+979.6%
-818.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -1.5% | -2.7% | +1.3% | -1.1% |
| 30D | -0.8% | +5.3% | -6.1% | -1.6% |
| 3M | +2.5% | +51.6% | -49.1% | -3.7% |
| 6M | +11.1% | +61.3% | -50.1% | +3.3% |
| YTD | +17.2% | +59.3% | -42.1% | +8.9% |
| 1Y | +24.5% | +38.3% | -13.8% | +17.9% |
| 3Y | +75.4% | +185.9% | -110.4% | +44.9% |
| 5Y | +61.1% | +159.9% | -98.8% | +32.5% |
| All | +161.1% | +979.6% | -818.5% | +80.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling