+6.0%
VWO vs HALO
+92.7%
-86.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.6% |
| 7D | -1.3% | +0.2% | -1.5% | -1.3% |
| 30D | -7.1% | +20.3% | -27.5% | -8.5% |
| 3M | -6.1% | +56.6% | -62.7% | -9.8% |
| 6M | -3.9% | +101.9% | -105.7% | -11.0% |
| YTD | +5.0% | +93.7% | -88.7% | -2.9% |
| 1Y | +6.0% | +91.5% | -85.6% | -1.9% |
| All | +6.0% | +92.7% | -86.7% | -1.9% |
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