-84.8%
HELE vs VT
+57.0%
-141.8%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | -0.3% | +2.4% | -2.6% | -3.0% |
| 30D | +30.7% | -1.5% | +32.2% | +32.9% |
| 3M | +24.4% | -4.1% | +28.5% | +30.2% |
| 6M | +66.6% | +0.6% | +66.1% | +64.7% |
| YTD | +75.6% | +11.0% | +64.6% | +53.7% |
| 1Y | +95.7% | +13.3% | +82.4% | +67.2% |
| 3Y | -61.6% | +73.4% | -135.0% | -79.7% |
| All | -84.8% | +57.0% | -141.8% | -91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling