-93.8%
EHTH vs VT
+69.4%
-163.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -4.1% | -13.4% | -11.3% |
| 7D | 0.0% | -4.2% | +4.2% | +7.8% |
| 30D | -31.6% | -5.8% | -25.8% | -24.3% |
| 3M | -58.7% | -5.2% | -53.5% | -54.6% |
| 6M | -73.6% | +0.1% | -73.7% | -73.4% |
| YTD | -88.7% | +8.2% | -96.9% | -90.0% |
| 1Y | -89.5% | +10.1% | -99.6% | -90.9% |
| All | -93.8% | +69.4% | -163.2% | -97.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling