-32.7%
HEAL vs VT
+124.0%
-156.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | -0.5% |
| 7D | +2.0% | +0.4% | +1.6% | +1.5% |
| 30D | +5.6% | -2.6% | +8.2% | +8.8% |
| 3M | +9.7% | -3.2% | +12.9% | +13.8% |
| 6M | +24.1% | +0.9% | +23.1% | +22.0% |
| YTD | +7.3% | +11.3% | -4.0% | -6.2% |
| 1Y | +3.7% | +14.0% | -10.3% | -11.9% |
| 3Y | +29.2% | +75.8% | -46.6% | -34.5% |
| 5Y | -42.2% | +57.8% | -100.0% | -66.7% |
| All | -32.7% | +124.0% | -156.7% | -71.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling