+52.3%
HELE vs VOO
+800.4%
-748.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +62.3% |
| YTD | +75.6% | +11.5% | +64.1% | +55.6% |
| 1Y | +95.7% | +13.5% | +82.2% | +70.3% |
| 3Y | -61.6% | +78.1% | -139.7% | -79.3% |
| 5Y | -84.9% | +73.1% | -158.1% | -91.6% |
| 10Y | -56.6% | +310.7% | -367.3% | -91.0% |
| All | +52.3% | +800.4% | -748.1% | -89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling