-6.3%
HELS vs VOO
+12.8%
-19.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | -0.8% | +0.5% | -1.3% | -1.1% |
| 30D | -2.7% | -0.9% | -1.7% | -2.1% |
| 3M | -2.4% | +3.9% | -6.3% | -4.7% |
| 6M | -1.6% | +14.5% | -16.1% | -7.9% |
| YTD | -3.6% | +13.0% | -16.5% | -8.5% |
| All | -6.3% | +12.8% | -19.1% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling