-7.5%
HELS price history and return analytics
+13.3%
-20.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.2% |
| 7D | -3.5% | -2.0% | -1.5% | -2.4% |
| 30D | -4.7% | -1.4% | -3.2% | -3.9% |
| 3M | -1.9% | +4.7% | -6.6% | -4.6% |
| 6M | -3.3% | +11.4% | -14.6% | -7.4% |
| YTD | -4.8% | +13.1% | -17.8% | -11.4% |
| All | -7.5% | +13.3% | -20.7% | -13.5% |
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