+126.8%
EHC vs VT
+74.1%
+52.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +1.6% |
| 7D | +2.9% | +0.4% | +2.5% | +2.7% |
| 30D | +14.4% | -2.6% | +17.0% | +15.5% |
| 3M | +12.9% | -3.2% | +16.1% | +14.2% |
| 6M | +33.5% | +0.9% | +32.6% | +32.0% |
| YTD | +34.0% | +11.3% | +22.7% | +25.1% |
| 1Y | +23.4% | +14.0% | +9.4% | +13.6% |
| 3Y | +126.8% | +75.8% | +51.0% | +56.4% |
| All | +126.8% | +74.1% | +52.7% | +56.4% |
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