+340.2%
VZ vs HALO
+2,323.1%
-1,982.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | +2.4% | -19.9% | +22.3% | +3.7% |
| 30D | +11.2% | -6.7% | +17.9% | +11.5% |
| 3M | 0.0% | +0.4% | -0.4% | -0.2% |
| 6M | +1.3% | +60.6% | -59.3% | -2.1% |
| YTD | +21.3% | +53.0% | -31.7% | +17.4% |
| 1Y | +23.9% | +51.4% | -27.5% | +20.0% |
| 3Y | +57.7% | +176.5% | -118.8% | +45.0% |
| 5Y | +21.2% | +169.7% | -148.5% | +10.6% |
| 10Y | +70.6% | +747.6% | -677.0% | +40.2% |
| All | +340.2% | +2,323.1% | -1,982.8% | +188.5% |
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