+185.9%
HALO price history and return analytics
+74.2%
+111.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -2.7% | -1.1% | -1.6% | -1.9% |
| 30D | +5.3% | -1.0% | +6.3% | +6.1% |
| 3M | +51.6% | +3.2% | +48.4% | +48.0% |
| 6M | +61.3% | +12.5% | +48.8% | +46.4% |
| YTD | +59.3% | +14.1% | +45.2% | +42.9% |
| 1Y | +38.3% | +18.9% | +19.4% | +19.6% |
| 3Y | +185.9% | +74.1% | +111.8% | +60.8% |
| All | +185.9% | +74.2% | +111.6% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling