-84.3%
HELE price history and return analytics
+57.4%
-141.7%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -3.2% |
| 7D | +23.5% | +0.4% | +23.1% | +22.9% |
| 30D | +40.9% | -2.6% | +43.4% | +44.9% |
| 3M | +25.4% | -3.2% | +28.7% | +30.0% |
| 6M | +51.1% | +0.9% | +50.2% | +48.7% |
| YTD | +75.7% | +11.3% | +64.4% | +53.4% |
| 1Y | +92.5% | +14.0% | +78.5% | +63.4% |
| 3Y | -61.5% | +75.8% | -137.4% | -80.0% |
| 5Y | -84.3% | +57.8% | -142.1% | -91.2% |
| All | -84.3% | +57.4% | -141.7% | -91.2% |
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