-56.9%
HELE price history and return analytics
+221.8%
-278.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | -0.3% | +2.4% | -2.6% | -2.9% |
| 30D | +30.7% | -1.5% | +32.2% | +32.8% |
| 3M | +24.4% | -4.1% | +28.5% | +29.9% |
| 6M | +66.6% | +0.6% | +66.1% | +64.9% |
| YTD | +75.6% | +11.0% | +64.6% | +55.4% |
| 1Y | +95.7% | +13.3% | +82.4% | +69.5% |
| 3Y | -61.6% | +73.4% | -135.0% | -78.7% |
| 5Y | -84.9% | +57.4% | -142.4% | -90.7% |
| All | -56.9% | +221.8% | -278.7% | -86.5% |
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