-98.5%
EHTH vs VOO
+72.6%
-171.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.4% | -6.4% | -6.2% |
| 7D | -12.8% | +2.6% | -15.3% | -16.4% |
| 30D | -32.8% | -2.0% | -30.8% | -29.9% |
| 3M | -66.1% | -2.8% | -63.3% | -64.1% |
| 6M | -77.8% | +2.2% | -80.0% | -78.4% |
| YTD | -91.1% | +11.5% | -102.6% | -92.4% |
| 1Y | -89.7% | +13.5% | -103.2% | -91.4% |
| 3Y | -94.3% | +78.1% | -172.3% | -97.6% |
| All | -98.5% | +72.6% | -171.1% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling