-70.5%
HELE vs VOO
+321.7%
-392.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.4% |
| 7D | -6.0% | -2.0% | -4.0% | -4.0% |
| 30D | -9.5% | -1.7% | -7.8% | -7.9% |
| 3M | -3.7% | +4.7% | -8.5% | -8.2% |
| 6M | +64.1% | +12.6% | +51.5% | +45.4% |
| YTD | +24.7% | +11.8% | +12.9% | +11.3% |
| 1Y | +10.7% | +17.5% | -6.8% | -6.2% |
| 3Y | -77.0% | +77.0% | -154.0% | -87.0% |
| 5Y | -88.7% | +82.6% | -171.3% | -93.8% |
| All | -70.5% | +321.7% | -392.2% | -92.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling