+190.8%
EHC vs VOO
+74.6%
+116.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.8% |
| 7D | -0.3% | +3.3% | -3.6% | -2.1% |
| 30D | +13.3% | -2.7% | +16.0% | +14.8% |
| 3M | +13.0% | -1.7% | +14.8% | +13.8% |
| 6M | +30.8% | +3.1% | +27.7% | +27.5% |
| YTD | +33.7% | +11.9% | +21.7% | +23.7% |
| 1Y | +23.6% | +12.1% | +11.5% | +14.2% |
| 3Y | +128.9% | +78.6% | +50.4% | +53.2% |
| 5Y | +190.8% | +73.8% | +117.0% | +98.5% |
| All | +190.8% | +74.6% | +116.2% | +98.5% |
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