-87.9%
HELE price history and return analytics
+66.2%
-154.1%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.6% |
| 7D | -1.5% | +1.0% | -2.6% | -2.7% |
| 30D | -5.7% | -0.2% | -5.5% | -5.4% |
| 3M | +11.1% | +4.5% | +6.6% | +5.3% |
| 6M | +70.4% | +14.1% | +56.4% | +45.2% |
| YTD | +32.1% | +14.8% | +17.3% | +11.6% |
| 1Y | +14.4% | +21.2% | -6.8% | -9.4% |
| 3Y | -75.6% | +76.6% | -152.2% | -87.4% |
| 5Y | -87.9% | +66.6% | -154.5% | -93.6% |
| All | -87.9% | +66.2% | -154.1% | -93.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling