+190.8%
EHC vs VT
+58.5%
+132.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | -0.3% | +2.9% | -3.2% | -1.9% |
| 30D | +13.3% | -2.5% | +15.8% | +14.7% |
| 3M | +13.0% | -3.3% | +16.3% | +15.0% |
| 6M | +30.8% | +1.5% | +29.2% | +28.4% |
| YTD | +33.7% | +11.4% | +22.3% | +23.0% |
| 1Y | +23.6% | +11.9% | +11.7% | +13.3% |
| 3Y | +128.9% | +73.9% | +55.1% | +51.5% |
| 5Y | +190.8% | +57.9% | +132.9% | +108.5% |
| All | +190.8% | +58.5% | +132.3% | +108.5% |
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