+1,135.7%
EHC vs VOO
+803.9%
+331.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | -0.3% | +3.3% | -3.6% | -3.0% |
| 30D | +13.3% | -2.7% | +16.0% | +15.5% |
| 3M | +13.0% | -1.7% | +14.8% | +14.2% |
| 6M | +30.8% | +3.1% | +27.7% | +26.0% |
| YTD | +33.7% | +11.9% | +21.7% | +19.5% |
| 1Y | +23.6% | +12.1% | +11.5% | +10.2% |
| 3Y | +128.9% | +78.6% | +50.4% | +31.6% |
| 5Y | +190.8% | +73.8% | +117.0% | +68.9% |
| 10Y | +412.7% | +312.3% | +100.4% | +17.7% |
| All | +1,135.7% | +803.9% | +331.8% | +2.3% |
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