-12.2%
VEEV vs HALO
+158.6%
-170.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -4.6% | -2.7% | -1.9% | -4.1% |
| 30D | +8.6% | +5.3% | +3.3% | +7.5% |
| 3M | +62.4% | +51.6% | +10.9% | +49.0% |
| 6M | +40.3% | +61.3% | -21.0% | +26.7% |
| YTD | +17.5% | +59.3% | -41.7% | +5.9% |
| 1Y | -6.1% | +38.3% | -44.4% | -13.1% |
| 3Y | +16.7% | +185.9% | -169.2% | -13.7% |
| All | -12.2% | +158.6% | -170.9% | -38.4% |
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