+57.9%
EHI vs VT
+221.8%
-163.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | -1.3% | +2.4% | -3.7% | -2.4% |
| 30D | +0.8% | -1.5% | +2.3% | +1.4% |
| 3M | -6.2% | -4.1% | -2.1% | -4.5% |
| 6M | -6.2% | +0.6% | -6.8% | -6.6% |
| YTD | -7.3% | +11.0% | -18.3% | -11.9% |
| 1Y | -4.5% | +13.3% | -17.8% | -10.2% |
| 3Y | +20.8% | +73.4% | -52.6% | -7.9% |
| 5Y | -5.0% | +57.4% | -62.5% | -24.8% |
| All | +57.9% | +221.8% | -163.8% | -12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling