-37.7%
HEAL vs VOO
+159.5%
-197.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.5% |
| 7D | -1.5% | +0.5% | -2.0% | -2.1% |
| 30D | +1.5% | -0.9% | +2.4% | +2.5% |
| 3M | +14.1% | +3.9% | +10.3% | +9.4% |
| 6M | +13.2% | +14.5% | -1.3% | -2.3% |
| YTD | -0.7% | +13.0% | -13.7% | -13.0% |
| 1Y | -10.1% | +19.4% | -29.5% | -25.7% |
| 3Y | -1.6% | +78.9% | -80.5% | -47.4% |
| 5Y | -48.5% | +82.3% | -130.7% | -73.0% |
| All | -37.7% | +159.5% | -197.2% | -75.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling