+51.4%
EHI vs VT
+226.9%
-175.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.3% |
| 7D | -1.4% | -2.0% | +0.6% | -0.5% |
| 30D | -3.1% | -1.4% | -1.7% | -2.5% |
| 3M | -1.9% | +4.7% | -6.7% | -4.1% |
| 6M | -3.2% | +11.4% | -14.5% | -8.1% |
| YTD | -3.9% | +13.1% | -16.9% | -9.4% |
| 1Y | -2.6% | +19.0% | -21.6% | -10.5% |
| 3Y | +12.8% | +73.9% | -61.1% | -14.1% |
| 5Y | -3.0% | +65.4% | -68.4% | -25.1% |
| All | +51.4% | +226.9% | -175.5% | -20.3% |
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 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