+800.0%
VGT vs HALO
+979.6%
-179.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -0.2% | -2.7% | +2.5% | +0.4% |
| 30D | -0.4% | +5.3% | -5.8% | -1.5% |
| 3M | +4.4% | +51.6% | -47.1% | -4.5% |
| 6M | +32.1% | +61.3% | -29.2% | +19.0% |
| YTD | +28.8% | +59.3% | -30.5% | +16.0% |
| 1Y | +35.3% | +38.3% | -2.9% | +25.2% |
| 3Y | +124.8% | +185.9% | -61.1% | +70.2% |
| 5Y | +137.9% | +159.9% | -22.0% | +79.6% |
| All | +800.0% | +979.6% | -179.6% | +436.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling