-35.3%
HEAL price history and return analytics
+123.5%
-158.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.5% |
| 7D | -1.5% | +2.4% | -3.9% | -4.1% |
| 30D | +2.0% | -1.5% | +3.5% | +3.8% |
| 3M | +3.2% | -4.1% | +7.3% | +8.2% |
| 6M | +22.5% | +0.6% | +22.0% | +21.0% |
| YTD | +3.0% | +11.0% | -8.0% | -9.7% |
| 1Y | +0.2% | +13.3% | -13.1% | -14.3% |
| 3Y | +22.2% | +73.4% | -51.2% | -37.1% |
| 5Y | -44.8% | +57.4% | -102.3% | -68.1% |
| All | -35.3% | +123.5% | -158.8% | -72.8% |
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