-83.6%
EH vs VT
+66.2%
-149.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +4.0% | +0.4% | +3.5% | +3.0% |
| 30D | -12.3% | +1.0% | -13.3% | -14.0% |
| 3M | -49.2% | +2.4% | -51.6% | -51.0% |
| 6M | -59.1% | +12.0% | -71.1% | -67.1% |
| YTD | -64.4% | +15.3% | -79.8% | -72.8% |
| 1Y | -70.9% | +22.6% | -93.5% | -80.3% |
| 3Y | -75.9% | +74.7% | -150.6% | -92.3% |
| All | -83.6% | +66.2% | -149.8% | -93.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling