+54.3%
VXUS vs HALO
+156.4%
-102.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | +0.1% | -0.7% |
| 7D | +0.3% | -2.1% | +2.4% | +0.5% |
| 30D | +0.7% | +4.6% | -4.0% | +0.1% |
| 3M | +4.8% | +50.2% | -45.5% | -0.5% |
| 6M | +11.3% | +57.6% | -46.3% | +5.0% |
| YTD | +16.5% | +59.6% | -43.1% | +9.5% |
| 1Y | +24.3% | +41.2% | -16.9% | +18.4% |
| 3Y | +74.5% | +178.9% | -104.4% | +47.4% |
| 5Y | +54.3% | +160.1% | -105.8% | +28.9% |
| All | +54.3% | +156.4% | -102.0% | +28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling