+61.8%
VNQ vs HALO
+979.6%
-917.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.3% | -2.7% | +1.4% | -0.9% |
| 30D | -2.6% | +5.3% | -7.9% | -3.3% |
| 3M | -2.0% | +51.6% | -53.6% | -7.8% |
| 6M | +4.3% | +61.3% | -56.9% | -2.8% |
| YTD | +9.2% | +59.3% | -50.1% | +1.7% |
| 1Y | +5.6% | +38.3% | -32.7% | +0.1% |
| 3Y | +30.8% | +185.9% | -155.0% | +8.8% |
| 5Y | +8.0% | +159.9% | -152.0% | -10.4% |
| All | +61.8% | +979.6% | -917.8% | +16.0% |
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