-72.6%
HELP price history and return analytics
+141.5%
-214.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.6% | +11.1% | +11.0% |
| 7D | +14.5% | -0.1% | +14.6% | +14.5% |
| 30D | +36.7% | -0.7% | +37.3% | +37.5% |
| 3M | +249.0% | +4.0% | +245.0% | +236.5% |
| 6M | +147.8% | +12.3% | +135.5% | +124.4% |
| YTD | +67.2% | +14.0% | +53.2% | +50.6% |
| 1Y | +112.8% | +20.3% | +92.5% | +83.5% |
| 3Y | +9.1% | +75.4% | -66.3% | -31.4% |
| 5Y | -85.0% | +66.0% | -151.0% | -90.1% |
| All | -72.6% | +141.5% | -214.1% | -82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling