+14.9%
VTI vs HALO
+92.7%
-77.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.4% |
| 7D | -0.6% | +0.2% | -0.8% | -0.6% |
| 30D | -1.0% | +20.3% | -21.3% | -2.2% |
| 3M | -0.8% | +56.6% | -57.4% | -4.2% |
| 6M | +7.1% | +101.9% | -94.8% | +0.3% |
| YTD | +13.4% | +93.7% | -80.3% | +6.1% |
| 1Y | +14.9% | +91.5% | -76.6% | +7.9% |
| All | +14.9% | +92.7% | -77.8% | +7.9% |
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