-72.4%
EH vs VOO
+77.0%
-149.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.3% |
| 7D | +0.9% | -0.4% | +1.2% | +1.4% |
| 30D | -19.9% | -1.4% | -18.5% | -18.1% |
| 3M | -31.7% | +3.7% | -35.5% | -35.1% |
| 6M | -61.2% | +13.0% | -74.3% | -67.0% |
| YTD | -65.4% | +12.4% | -77.8% | -70.2% |
| 1Y | -72.2% | +18.6% | -90.8% | -77.6% |
| All | -72.4% | +77.0% | -149.4% | -88.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling