+369.3%
VZ vs HALO
+2,492.7%
-2,123.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | +0.1% | +4.6% | -4.5% | -0.2% |
| 30D | +7.9% | +31.8% | -23.9% | +5.9% |
| 3M | +13.6% | +53.9% | -40.2% | +10.4% |
| 6M | +1.1% | +57.4% | -56.3% | -2.1% |
| YTD | +29.3% | +63.7% | -34.4% | +24.8% |
| 1Y | +21.2% | +50.1% | -28.9% | +17.6% |
| 3Y | +75.9% | +157.3% | -81.4% | +62.6% |
| 5Y | +24.1% | +161.0% | -136.9% | +13.6% |
| 10Y | +62.4% | +1,018.7% | -956.3% | +30.9% |
| All | +369.3% | +2,492.7% | -2,123.4% | +206.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling