-39.0%
HEAL price history and return analytics
+129.6%
-168.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.7% |
| 7D | -4.1% | -1.1% | -3.0% | -2.9% |
| 30D | -1.9% | -1.0% | -0.9% | -0.7% |
| 3M | +9.0% | +3.2% | +5.8% | +4.8% |
| 6M | +10.8% | +12.5% | -1.7% | -4.2% |
| YTD | -2.8% | +14.1% | -16.9% | -17.4% |
| 1Y | -12.8% | +18.9% | -31.7% | -29.5% |
| 3Y | -4.7% | +74.1% | -78.8% | -51.0% |
| 5Y | -49.2% | +66.9% | -116.1% | -72.4% |
| All | -39.0% | +129.6% | -168.6% | -75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling