+1,179.1%
VST vs HALO
+692.7%
+486.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.9% |
| 7D | +19.2% | -18.1% | +37.3% | +21.4% |
| 30D | -17.2% | -8.2% | -9.0% | -16.8% |
| 3M | -8.1% | -1.1% | -7.0% | -8.7% |
| 6M | -8.1% | +41.9% | -50.1% | -13.2% |
| YTD | -16.3% | +49.6% | -65.8% | -21.6% |
| 1Y | -24.1% | +42.5% | -66.6% | -28.6% |
| 3Y | +300.2% | +170.3% | +130.0% | +233.3% |
| 5Y | +645.9% | +158.4% | +487.5% | +510.4% |
| All | +1,179.1% | +692.7% | +486.4% | +805.7% |
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