+715.2%
VTV vs HALO
+2,417.6%
-1,702.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -2.1% | -3.4% | +1.3% | -1.7% |
| 30D | -1.3% | +4.3% | -5.6% | -1.8% |
| 3M | +5.6% | +51.8% | -46.1% | +0.2% |
| 6M | +12.4% | +57.8% | -45.4% | +6.0% |
| YTD | +17.6% | +59.0% | -41.3% | +10.7% |
| 1Y | +23.5% | +41.2% | -17.7% | +17.7% |
| 3Y | +67.0% | +177.8% | -110.8% | +43.7% |
| 5Y | +80.5% | +159.5% | -78.9% | +54.4% |
| 10Y | +230.6% | +963.6% | -733.0% | +130.0% |
| All | +715.2% | +2,417.6% | -1,702.4% | +336.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling