-12.8%
HEAL vs VOO
+18.2%
-31.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.5% |
| 7D | -4.1% | -0.8% | -3.4% | -3.4% |
| 30D | -1.9% | -1.1% | -0.8% | -0.8% |
| 3M | +9.0% | +3.9% | +5.1% | +4.8% |
| 6M | +10.8% | +13.6% | -2.8% | -4.6% |
| YTD | -2.8% | +12.7% | -15.5% | -15.4% |
| 1Y | -12.8% | +17.6% | -30.4% | -28.9% |
| All | -12.8% | +18.2% | -31.0% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling