+1,837.6%
HALO price history and return analytics
+371.8%
+1,465.8%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +0.5% | +1.0% | -0.5% | -0.6% |
| 30D | +5.0% | -0.2% | +5.3% | +5.3% |
| 3M | +53.1% | +4.5% | +48.6% | +45.2% |
| 6M | +60.8% | +14.1% | +46.7% | +37.5% |
| YTD | +60.9% | +14.8% | +46.2% | +36.5% |
| 1Y | +42.8% | +21.2% | +21.6% | +13.5% |
| 3Y | +181.3% | +76.6% | +104.7% | +42.9% |
| 5Y | +157.6% | +66.6% | +91.0% | +38.4% |
| 10Y | +910.4% | +222.3% | +688.1% | +142.1% |
| All | +1,837.6% | +371.8% | +1,465.8% | +207.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling