-63.6%
EH vs VOO
+169.0%
-232.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.2% | +3.3% |
| 7D | +4.0% | +0.1% | +3.9% | +3.8% |
| 30D | -12.3% | +0.1% | -12.4% | -12.4% |
| 3M | -49.2% | +2.0% | -51.2% | -49.9% |
| 6M | -59.1% | +13.0% | -72.2% | -64.2% |
| YTD | -64.4% | +13.6% | -78.0% | -68.9% |
| 1Y | -70.9% | +20.1% | -90.9% | -76.0% |
| 3Y | -75.9% | +77.6% | -153.5% | -87.2% |
| 5Y | -83.2% | +82.4% | -165.6% | -91.0% |
| All | -63.6% | +169.0% | -232.7% | -84.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling