+403.4%
EHC vs VOO
+311.2%
+92.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | -0.3% | +3.3% | -3.6% | -2.6% |
| 30D | +13.3% | -2.7% | +16.0% | +15.2% |
| 3M | +13.0% | -1.7% | +14.8% | +14.0% |
| 6M | +30.8% | +3.1% | +27.7% | +26.7% |
| YTD | +33.7% | +11.9% | +21.7% | +21.4% |
| 1Y | +23.6% | +12.1% | +11.5% | +12.1% |
| 3Y | +128.9% | +78.6% | +50.4% | +41.9% |
| 5Y | +190.8% | +73.8% | +117.0% | +82.5% |
| All | +403.4% | +311.2% | +92.2% | +44.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling