+9.4%
VG vs HALO
+45.2%
-35.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.9% | +1.7% |
| 7D | -2.5% | +0.5% | -3.1% | -2.4% |
| 30D | +11.1% | +5.0% | +6.1% | +12.6% |
| 3M | +14.9% | +53.1% | -38.3% | +30.0% |
| 6M | +18.4% | +60.8% | -42.4% | +38.3% |
| YTD | +116.6% | +60.9% | +55.6% | +143.1% |
| 1Y | +9.4% | +42.8% | -33.4% | +29.8% |
| All | +9.4% | +45.2% | -35.8% | +29.8% |
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