+2,452.8%
VGT vs HALO
+2,417.6%
+35.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -1.0% |
| 7D | -1.0% | -3.4% | +2.4% | -0.6% |
| 30D | -0.4% | +4.3% | -4.7% | -1.1% |
| 3M | +6.6% | +51.8% | -45.2% | +0.4% |
| 6M | +31.0% | +57.8% | -26.8% | +22.6% |
| YTD | +27.2% | +59.0% | -31.7% | +18.7% |
| 1Y | +34.5% | +41.2% | -6.7% | +27.3% |
| 3Y | +123.1% | +177.8% | -54.7% | +88.2% |
| 5Y | +135.1% | +159.5% | -24.4% | +97.7% |
| 10Y | +803.4% | +963.6% | -160.2% | +516.7% |
| All | +2,452.8% | +2,417.6% | +35.1% | +1,299.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling