+41.4%
HELO price history and return analytics
+79.1%
-37.7%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | -0.7% | -1.1% | +0.4% | -0.2% |
| 30D | -0.9% | -1.0% | +0.1% | -0.4% |
| 3M | +3.2% | +3.2% | 0.0% | +1.6% |
| 6M | +5.3% | +12.5% | -7.2% | -0.9% |
| YTD | +4.5% | +14.1% | -9.6% | -2.3% |
| 1Y | +7.4% | +18.9% | -11.5% | -1.8% |
| All | +41.4% | +79.1% | -37.7% | +3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling