-75.5%
EH vs VT
+69.4%
-144.8%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -4.1% | -6.0% | -2.4% |
| 7D | 0.0% | -4.2% | +4.2% | +8.8% |
| 30D | -10.5% | -5.8% | -4.7% | +0.8% |
| 3M | -31.4% | -5.2% | -26.2% | -23.5% |
| 6M | -63.7% | +0.1% | -63.9% | -63.0% |
| YTD | -72.2% | +8.2% | -80.4% | -74.9% |
| 1Y | -77.8% | +10.1% | -87.9% | -80.6% |
| All | -75.5% | +69.4% | -144.8% | -91.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling