+70.1%
VT vs HALO
+193.0%
-122.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -15.7% | +16.0% | +1.6% |
| 7D | -2.3% | -20.8% | +18.5% | -0.4% |
| 30D | -5.0% | -6.5% | +1.5% | -4.5% |
| 3M | -4.9% | +20.8% | -25.7% | -6.8% |
| 6M | -1.5% | +56.2% | -57.7% | -6.1% |
| YTD | +8.5% | +54.0% | -45.5% | +3.4% |
| 1Y | +11.4% | +51.5% | -40.2% | +6.3% |
| 3Y | +70.1% | +193.9% | -123.8% | +50.1% |
| All | +70.1% | +193.0% | -122.9% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling