-51.4%
VG vs HALO
+87.4%
-138.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -15.7% | +15.8% | -2.1% |
| 7D | -22.0% | -20.8% | -1.2% | -24.4% |
| 30D | -11.6% | -6.5% | -5.2% | -11.9% |
| 3M | -14.9% | +20.8% | -35.7% | -11.8% |
| 6M | -3.5% | +56.2% | -59.7% | +3.4% |
| YTD | +70.0% | +54.0% | +16.0% | +81.7% |
| 1Y | +50.0% | +51.5% | -1.5% | +60.7% |
| All | -51.4% | +87.4% | -138.8% | -44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling