+1,162.4%
VST vs HALO
+766.1%
+396.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | -6.0% | -19.9% | +13.9% | -4.0% |
| 30D | -18.8% | -6.7% | -12.0% | -18.6% |
| 3M | -8.0% | +0.4% | -8.4% | -8.7% |
| 6M | -10.9% | +60.6% | -71.5% | -17.1% |
| YTD | -18.3% | +53.0% | -71.3% | -23.7% |
| 1Y | -29.9% | +51.4% | -81.3% | -34.5% |
| 3Y | +290.3% | +176.5% | +113.8% | +225.1% |
| 5Y | +635.3% | +169.7% | +465.6% | +500.0% |
| 10Y | +1,162.4% | +747.6% | +414.8% | +778.6% |
| All | +1,162.4% | +766.1% | +396.3% | +778.6% |
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