+1,180.2%
EHC vs VT
+363.9%
+816.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +3.1% |
| 7D | +15.5% | -0.3% | +15.8% | +15.8% |
| 30D | +16.6% | -1.4% | +18.0% | +17.9% |
| 3M | +27.6% | -1.4% | +29.0% | +28.8% |
| 6M | +32.5% | +5.5% | +27.0% | +24.9% |
| YTD | +33.6% | +12.8% | +20.8% | +18.2% |
| 1Y | +21.1% | +15.4% | +5.6% | +4.8% |
| 3Y | +124.5% | +76.9% | +47.6% | +30.5% |
| 5Y | +202.2% | +60.4% | +141.8% | +89.8% |
| 10Y | +403.5% | +232.8% | +170.7% | +57.6% |
| All | +1,180.2% | +363.9% | +816.4% | +161.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling