+217.2%
EHI vs VT
+374.2%
-157.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | -1.0% | +1.0% | -2.0% | -1.5% |
| 3M | -1.0% | +2.4% | -3.4% | -2.4% |
| 6M | -3.5% | +12.0% | -15.5% | -9.2% |
| YTD | -2.5% | +15.3% | -17.8% | -9.6% |
| 1Y | -0.8% | +22.6% | -23.4% | -11.0% |
| 3Y | +13.8% | +74.7% | -60.9% | -15.8% |
| 5Y | -1.1% | +66.1% | -67.3% | -25.7% |
| 10Y | +51.0% | +225.0% | -174.0% | -22.8% |
| All | +217.2% | +374.2% | -157.0% | +13.9% |
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