-83.2%
EH vs VOO
+81.6%
-164.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.2% |
| 7D | +0.9% | -0.4% | +1.2% | +1.5% |
| 30D | -19.9% | -1.4% | -18.5% | -17.9% |
| 3M | -31.7% | +3.7% | -35.5% | -35.6% |
| 6M | -61.2% | +13.0% | -74.3% | -68.0% |
| YTD | -65.4% | +12.4% | -77.8% | -71.0% |
| 1Y | -72.2% | +18.6% | -90.8% | -78.7% |
| 3Y | -72.8% | +78.1% | -150.8% | -90.0% |
| 5Y | -83.2% | +82.3% | -165.5% | -93.7% |
| All | -83.2% | +81.6% | -164.8% | -93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling