-21.6%
VST vs HALO
+41.3%
-62.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.4% |
| 7D | +5.3% | -2.1% | +7.4% | +5.3% |
| 30D | +5.8% | +4.6% | +1.1% | +5.9% |
| 3M | +3.5% | +50.2% | -46.8% | +4.2% |
| 6M | -7.4% | +57.6% | -65.0% | -6.7% |
| YTD | -6.1% | +59.6% | -65.7% | -5.0% |
| 1Y | -21.6% | +41.2% | -62.8% | -18.0% |
| All | -21.6% | +41.3% | -62.9% | -18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling