-84.0%
EH price history and return analytics
+59.8%
-143.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.7% | -5.9% |
| 7D | -2.6% | -0.7% | -1.9% | -0.9% |
| 30D | +0.1% | -1.7% | +1.9% | +4.4% |
| 3M | -31.1% | -2.3% | -28.8% | -27.3% |
| 6M | -61.1% | +1.5% | -62.6% | -61.6% |
| YTD | -69.8% | +12.0% | -81.9% | -75.3% |
| 1Y | -75.5% | +12.9% | -88.4% | -80.3% |
| 3Y | -69.4% | +74.9% | -144.3% | -90.1% |
| 5Y | -84.0% | +59.9% | -143.9% | -93.1% |
| All | -84.0% | +59.8% | -143.7% | -93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling