-100.0%
VIVK vs HALO
+1,403.5%
-1,503.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.2% | -7.6% | -7.4% |
| 7D | -4.4% | -2.7% | -1.7% | -4.5% |
| 30D | -40.8% | +5.3% | -46.1% | -40.6% |
| 3M | -94.1% | +51.6% | -145.7% | -94.0% |
| 6M | -98.2% | +61.3% | -159.4% | -98.1% |
| YTD | -98.0% | +59.3% | -157.3% | -98.0% |
| 1Y | -100.0% | +38.3% | -138.2% | -100.0% |
| 3Y | -100.0% | +185.9% | -285.8% | -100.0% |
| 5Y | -100.0% | +159.9% | -259.9% | -100.0% |
| 10Y | -100.0% | +965.6% | -1,065.6% | -100.0% |
| All | -100.0% | +1,403.5% | -1,503.5% | -100.0% |
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 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