+166.9%
VEA vs HALO
+1,075.8%
-909.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.2% |
| 7D | -2.1% | -3.4% | +1.3% | -1.6% |
| 30D | -1.1% | +4.3% | -5.3% | -1.7% |
| 3M | +5.1% | +51.8% | -46.7% | -1.8% |
| 6M | +9.8% | +57.8% | -48.0% | +1.8% |
| YTD | +15.9% | +59.0% | -43.1% | +7.2% |
| 1Y | +24.6% | +41.2% | -16.6% | +17.1% |
| 3Y | +75.5% | +177.8% | -102.3% | +44.4% |
| 5Y | +59.4% | +159.5% | -100.1% | +30.0% |
| 10Y | +160.3% | +963.6% | -803.3% | +60.5% |
| All | +166.9% | +1,075.8% | -909.0% | +7.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling