-74.1%
HELP price history and return analytics
+141.5%
-215.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.2% |
| 7D | +6.1% | -1.1% | +7.2% | +7.3% |
| 30D | +12.9% | -1.0% | +13.9% | +13.9% |
| 3M | +220.2% | +3.2% | +217.1% | +211.2% |
| 6M | +141.1% | +12.5% | +128.6% | +118.1% |
| YTD | +58.6% | +14.1% | +44.5% | +42.8% |
| 1Y | +115.8% | +18.9% | +96.9% | +88.2% |
| 3Y | +3.4% | +74.1% | -70.7% | -34.5% |
| 5Y | -85.9% | +66.9% | -152.8% | -90.7% |
| All | -74.1% | +141.5% | -215.6% | -83.1% |
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