-82.1%
HELP vs VT
+129.7%
-211.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.2% | +6.6% | +6.6% |
| 7D | -15.4% | -2.3% | -13.1% | -13.5% |
| 30D | -14.7% | -5.0% | -9.8% | -10.4% |
| 3M | -19.3% | -4.9% | -14.4% | -15.0% |
| 6M | +61.7% | -1.5% | +63.3% | +65.3% |
| YTD | +9.5% | +8.5% | +1.1% | +3.8% |
| 1Y | +47.6% | +11.4% | +36.2% | +37.0% |
| 3Y | -58.6% | +70.1% | -128.7% | -73.0% |
| 5Y | -89.8% | +53.7% | -143.5% | -92.8% |
| All | -82.1% | +129.7% | -211.8% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling