+342.5%
VZ vs HALO
+2,268.7%
-1,926.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +0.9% | -18.1% | +19.1% | +2.1% |
| 30D | +6.9% | -8.2% | +15.1% | +7.4% |
| 3M | +0.6% | -1.1% | +1.7% | +0.5% |
| 6M | +0.3% | +41.9% | -41.6% | -2.3% |
| YTD | +21.9% | +49.6% | -27.7% | +18.1% |
| 1Y | +21.7% | +42.5% | -20.8% | +18.3% |
| 3Y | +58.5% | +170.3% | -111.8% | +45.9% |
| 5Y | +22.4% | +158.4% | -136.0% | +12.0% |
| 10Y | +71.4% | +700.2% | -628.8% | +41.5% |
| All | +342.5% | +2,268.7% | -1,926.2% | +190.5% |
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