+25.9%
VZ vs HALO
+149.7%
-123.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.6% |
| 7D | +0.2% | +0.5% | -0.3% | +0.2% |
| 30D | +7.1% | +5.0% | +2.1% | +6.9% |
| 3M | +12.8% | +53.1% | -40.3% | +10.4% |
| 6M | +1.8% | +60.8% | -59.0% | -0.8% |
| YTD | +30.0% | +60.9% | -30.9% | +26.5% |
| 1Y | +24.3% | +42.8% | -18.5% | +21.8% |
| 3Y | +84.3% | +181.3% | -97.0% | +68.8% |
| 5Y | +25.9% | +157.6% | -131.6% | +14.9% |
| All | +25.9% | +149.7% | -123.7% | +14.9% |
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