+113.0%
VWO vs HALO
+979.6%
-866.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.8% | -2.7% | +0.9% | -1.4% |
| 30D | -0.1% | +5.3% | -5.4% | -0.8% |
| 3M | +2.2% | +51.6% | -49.3% | -3.5% |
| 6M | +8.8% | +61.3% | -52.5% | +1.6% |
| YTD | +12.4% | +59.3% | -46.9% | +5.0% |
| 1Y | +15.6% | +38.3% | -22.7% | +9.9% |
| 3Y | +62.5% | +185.9% | -123.3% | +35.7% |
| 5Y | +34.3% | +159.9% | -125.7% | +11.4% |
| All | +113.0% | +979.6% | -866.5% | +51.7% |
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