+404.6%
VIAV vs HALO
+979.6%
-575.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.6% |
| 7D | +11.2% | -2.7% | +13.9% | +11.8% |
| 30D | -10.1% | +5.3% | -15.4% | -11.3% |
| 3M | -22.9% | +51.6% | -74.4% | -30.7% |
| 6M | +28.8% | +61.3% | -32.5% | +13.7% |
| YTD | +117.5% | +59.3% | +58.2% | +92.4% |
| 1Y | +216.1% | +38.3% | +177.8% | +188.2% |
| 3Y | +292.2% | +185.9% | +106.3% | +185.6% |
| 5Y | +141.0% | +159.9% | -19.0% | +75.1% |
| All | +404.6% | +979.6% | -575.0% | +161.2% |
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