+82.4%
ERH vs VT
+346.0%
-263.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | 0.0% | -2.3% | +2.3% | +1.5% |
| 30D | +3.6% | -5.0% | +8.6% | +7.1% |
| 3M | -4.8% | -4.9% | +0.1% | -1.7% |
| 6M | -9.9% | -1.5% | -8.3% | -9.3% |
| YTD | -1.2% | +8.5% | -9.7% | -7.4% |
| 1Y | -8.5% | +11.4% | -19.9% | -15.8% |
| 3Y | +57.9% | +70.1% | -12.2% | +6.7% |
| 5Y | +11.7% | +53.7% | -42.0% | -20.0% |
| 10Y | +93.9% | +220.0% | -126.1% | -21.1% |
| All | +82.4% | +346.0% | -263.6% | -44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling