+161.6%
HALO price history and return analytics
+65.7%
+95.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -2.7% | -1.1% | -1.6% | -1.8% |
| 30D | +5.3% | -1.0% | +6.3% | +6.1% |
| 3M | +51.6% | +3.2% | +48.4% | +47.6% |
| 6M | +61.3% | +12.5% | +48.8% | +45.4% |
| YTD | +59.3% | +14.1% | +45.2% | +41.9% |
| 1Y | +38.3% | +18.9% | +19.4% | +18.6% |
| 3Y | +185.9% | +74.1% | +111.8% | +73.8% |
| All | +161.6% | +65.7% | +95.9% | +70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling