-64.9%
EH vs VOO
+167.0%
-231.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.4% | +1.2% |
| 7D | -3.4% | -0.8% | -2.6% | -2.5% |
| 30D | -20.5% | -1.1% | -19.5% | -19.4% |
| 3M | -33.6% | +3.9% | -37.5% | -36.2% |
| 6M | -63.1% | +13.6% | -76.7% | -67.8% |
| YTD | -65.6% | +12.7% | -78.3% | -69.6% |
| 1Y | -72.0% | +17.6% | -89.6% | -76.4% |
| 3Y | -72.6% | +77.3% | -149.9% | -85.4% |
| 5Y | -82.9% | +84.1% | -167.0% | -90.8% |
| All | -64.9% | +167.0% | -231.8% | -84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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