-97.6%
EHTH vs VOO
+80.3%
-177.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.9% |
| 7D | -3.2% | -2.0% | -1.2% | -0.2% |
| 30D | -24.6% | -1.7% | -22.9% | -22.6% |
| 3M | -43.9% | +4.7% | -48.6% | -47.6% |
| 6M | -43.2% | +12.6% | -55.8% | -52.8% |
| YTD | -80.0% | +11.8% | -91.8% | -83.2% |
| 1Y | -75.6% | +17.5% | -93.1% | -80.8% |
| 3Y | -87.8% | +77.0% | -164.8% | -94.9% |
| 5Y | -97.6% | +82.6% | -180.1% | -99.0% |
| All | -97.6% | +80.3% | -177.9% | -99.0% |
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