+80.6%
ERH vs VT
+222.7%
-142.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.2% |
| 7D | +1.0% | +0.4% | +0.5% | +0.7% |
| 30D | -2.1% | +1.0% | -3.0% | -2.6% |
| 3M | -1.4% | +2.4% | -3.8% | -3.0% |
| 6M | -6.4% | +12.0% | -18.4% | -12.7% |
| YTD | +2.6% | +15.3% | -12.8% | -6.1% |
| 1Y | +4.4% | +22.6% | -18.2% | -7.9% |
| 3Y | +52.5% | +74.7% | -22.2% | +7.1% |
| 5Y | +13.5% | +66.1% | -52.6% | -18.7% |
| All | +80.6% | +222.7% | -142.2% | -16.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling