+297.8%
VTI vs HALO
+979.6%
-681.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.9% | -2.7% | +1.8% | -0.4% |
| 30D | -1.4% | +5.3% | -6.8% | -2.3% |
| 3M | +3.6% | +51.6% | -48.0% | -3.9% |
| 6M | +13.6% | +61.3% | -47.6% | +4.1% |
| YTD | +12.9% | +59.3% | -46.4% | +3.4% |
| 1Y | +17.2% | +38.3% | -21.0% | +9.8% |
| 3Y | +75.7% | +185.9% | -110.2% | +39.6% |
| 5Y | +75.4% | +159.9% | -84.5% | +38.9% |
| All | +297.8% | +979.6% | -681.8% | +153.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling