+1,232.7%
VST vs HALO
+800.9%
+431.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +5.3% | -2.1% | +7.4% | +5.6% |
| 30D | +5.8% | +4.6% | +1.1% | +5.2% |
| 3M | +3.5% | +50.2% | -46.8% | -1.9% |
| 6M | -7.4% | +57.6% | -65.0% | -12.9% |
| YTD | -6.1% | +59.6% | -65.7% | -12.0% |
| 1Y | -21.6% | +41.2% | -62.8% | -25.5% |
| 3Y | +357.2% | +178.9% | +178.3% | +284.7% |
| 5Y | +777.0% | +160.1% | +617.0% | +629.8% |
| All | +1,232.7% | +800.9% | +431.8% | +798.8% |
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