+97.6%
HELP vs VT
+21.4%
+76.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.5% |
| 7D | +6.8% | +1.0% | +5.8% | +4.4% |
| 30D | +6.7% | -0.2% | +7.0% | +7.3% |
| 3M | +209.0% | +4.5% | +204.4% | +179.3% |
| 6M | +136.0% | +14.1% | +121.9% | +76.9% |
| YTD | +51.5% | +14.8% | +36.7% | +16.2% |
| 1Y | +97.6% | +21.2% | +76.4% | +52.2% |
| All | +97.6% | +21.4% | +76.2% | +52.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling