-74.1%
HELP vs VOO
+181.7%
-255.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.4% |
| 7D | +6.1% | -0.8% | +6.9% | +6.7% |
| 30D | +12.9% | -1.1% | +14.0% | +13.7% |
| 3M | +220.2% | +3.9% | +216.4% | +211.0% |
| 6M | +141.1% | +13.6% | +127.4% | +120.6% |
| YTD | +58.6% | +12.7% | +45.8% | +46.7% |
| 1Y | +115.8% | +17.6% | +98.2% | +94.7% |
| 3Y | +3.4% | +77.3% | -73.9% | -28.4% |
| 5Y | -85.9% | +84.1% | -170.0% | -90.5% |
| All | -74.1% | +181.7% | -255.7% | -80.5% |
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 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