+57.5%
VT vs HALO
+156.0%
-98.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +2.4% | -3.2% | +5.6% | +2.8% |
| 30D | -1.5% | -14.2% | +12.7% | +0.2% |
| 3M | -4.1% | -0.4% | -3.7% | -4.4% |
| 6M | +0.6% | +43.2% | -42.6% | -5.0% |
| YTD | +11.0% | +49.0% | -38.0% | +4.0% |
| 1Y | +13.3% | +40.8% | -27.5% | +6.9% |
| 3Y | +73.4% | +167.4% | -94.0% | +43.0% |
| All | +57.5% | +156.0% | -98.5% | +24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling