+40.1%
VG vs HALO
+50.3%
-10.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.2% |
| 7D | -8.3% | -20.2% | +11.9% | -13.6% |
| 30D | -10.3% | -6.8% | -3.5% | -10.5% |
| 3M | -10.8% | -0.2% | -10.6% | -8.7% |
| 6M | +3.5% | +60.5% | -57.0% | +28.6% |
| YTD | +74.0% | +52.9% | +21.0% | +106.9% |
| All | +40.1% | +50.3% | -10.2% | +67.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling