-33.5%
HEAL vs VT
+125.5%
-159.0%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -1.1% |
| 7D | -3.3% | -0.7% | -2.6% | -2.6% |
| 30D | +3.3% | -1.7% | +5.1% | +5.4% |
| 3M | +7.0% | -2.3% | +9.3% | +9.9% |
| 6M | +23.7% | +1.5% | +22.2% | +20.8% |
| YTD | +5.9% | +12.0% | -6.2% | -8.2% |
| 1Y | +1.2% | +12.9% | -11.7% | -13.0% |
| 3Y | +26.6% | +74.9% | -48.3% | -35.4% |
| 5Y | -42.9% | +59.9% | -102.8% | -67.5% |
| All | -33.5% | +125.5% | -159.0% | -72.3% |
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