-1.9%
EHI vs VT
+65.7%
-67.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -2.6% | -0.7% | -1.9% | -2.3% |
| 3M | -1.1% | +4.0% | -5.1% | -2.7% |
| 6M | -2.7% | +12.3% | -15.0% | -7.3% |
| YTD | -3.2% | +14.0% | -17.2% | -8.5% |
| 1Y | -1.9% | +20.3% | -22.2% | -9.4% |
| 3Y | +13.6% | +75.4% | -61.8% | -11.8% |
| 5Y | -1.9% | +66.0% | -67.9% | -23.6% |
| All | -1.9% | +65.7% | -67.6% | -23.6% |
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