-24.1%
VST vs HALO
+43.0%
-67.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.7% |
| 7D | +19.2% | -18.1% | +37.3% | +16.5% |
| 30D | -17.2% | -8.2% | -9.0% | -18.3% |
| 3M | -8.1% | -1.1% | -7.0% | -9.1% |
| 6M | -8.1% | +41.9% | -50.1% | -8.1% |
| YTD | -16.3% | +49.6% | -65.8% | -15.8% |
| 1Y | -24.1% | +42.5% | -66.6% | -22.1% |
| All | -24.1% | +43.0% | -67.1% | -22.1% |
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