-91.4%
EHTH vs VOO
+817.1%
-908.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.7% |
| 7D | -17.5% | +0.1% | -17.6% | -17.5% |
| 30D | -21.4% | +0.1% | -21.5% | -21.4% |
| 3M | -37.3% | +2.0% | -39.4% | -39.0% |
| 6M | -39.6% | +13.0% | -52.7% | -48.4% |
| YTD | -78.5% | +13.6% | -92.1% | -81.7% |
| 1Y | -74.9% | +20.1% | -95.0% | -79.8% |
| 3Y | -87.0% | +77.6% | -164.6% | -93.4% |
| 5Y | -97.5% | +82.4% | -180.0% | -98.7% |
| 10Y | -91.4% | +316.8% | -408.2% | -98.2% |
| All | -91.4% | +817.1% | -908.5% | -99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling