-6.7%
ERH vs VT
+12.5%
-19.2%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +0.9% | -0.1% | +1.1% | +0.9% |
| 30D | +4.2% | -3.1% | +7.2% | +4.9% |
| 3M | -3.6% | -3.5% | -0.1% | -2.9% |
| 6M | -7.6% | +0.5% | -8.1% | -7.8% |
| YTD | -0.3% | +10.8% | -11.1% | -4.1% |
| 1Y | -6.7% | +11.9% | -18.6% | -10.6% |
| All | -6.7% | +12.5% | -19.2% | -10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling