-91.8%
EHTH vs VOO
+325.3%
-417.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | 0.0% |
| 7D | -6.1% | -0.8% | -5.3% | -5.1% |
| 30D | -25.0% | -1.1% | -23.9% | -23.9% |
| 3M | -46.9% | +3.9% | -50.7% | -49.3% |
| 6M | -40.0% | +13.6% | -53.6% | -49.2% |
| YTD | -79.8% | +12.7% | -92.5% | -82.7% |
| 1Y | -77.1% | +17.6% | -94.7% | -81.2% |
| 3Y | -87.7% | +77.3% | -165.1% | -93.9% |
| 5Y | -97.5% | +84.1% | -181.7% | -98.8% |
| All | -91.8% | +325.3% | -417.1% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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