-33.5%
HEAL vs VT
+117.8%
-151.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | +1.5% |
| 7D | -1.7% | -4.2% | +2.5% | +3.2% |
| 30D | +6.1% | -5.8% | +11.9% | +13.7% |
| 3M | +11.2% | -5.2% | +16.5% | +18.3% |
| 6M | +23.3% | +0.1% | +23.2% | +22.2% |
| YTD | +6.0% | +8.2% | -2.2% | -4.3% |
| 1Y | -1.1% | +10.1% | -11.3% | -12.6% |
| 3Y | +19.7% | +69.7% | -49.9% | -36.7% |
| 5Y | -43.6% | +53.4% | -96.9% | -66.3% |
| All | -33.5% | +117.8% | -151.3% | -71.2% |
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