+68.0%
VXUS vs HALO
+170.1%
-102.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +2.1% | -3.2% | +5.4% | +2.4% |
| 30D | -1.1% | -14.2% | +13.0% | 0.0% |
| 3M | -5.6% | -0.4% | -5.2% | -5.8% |
| 6M | -2.3% | +43.2% | -45.4% | -5.7% |
| YTD | +10.4% | +49.0% | -38.6% | +5.8% |
| 1Y | +13.1% | +40.8% | -27.8% | +8.9% |
| 3Y | +68.0% | +167.4% | -99.4% | +47.9% |
| All | +68.0% | +170.1% | -102.1% | +47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling