-61.6%
HELE vs VOO
+78.5%
-140.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.8% |
| 7D | -0.3% | +2.6% | -2.9% | -3.1% |
| 30D | +30.7% | -2.0% | +32.7% | +33.4% |
| 3M | +24.4% | -2.8% | +27.2% | +27.9% |
| 6M | +66.6% | +2.2% | +64.4% | +62.0% |
| YTD | +75.6% | +11.5% | +64.1% | +54.1% |
| 1Y | +95.7% | +13.5% | +82.2% | +68.3% |
| 3Y | -61.6% | +78.1% | -139.7% | -83.6% |
| All | -61.6% | +78.5% | -140.1% | -83.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling