+403.9%
EHC price history and return analytics
+221.8%
+182.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +2.5% | +2.4% | +0.2% | +0.7% |
| 30D | +11.4% | -1.5% | +12.9% | +12.4% |
| 3M | +14.3% | -4.1% | +18.4% | +17.6% |
| 6M | +31.6% | +0.6% | +31.1% | +29.7% |
| YTD | +33.8% | +11.0% | +22.8% | +21.4% |
| 1Y | +24.3% | +13.3% | +10.9% | +10.8% |
| 3Y | +127.2% | +73.4% | +53.8% | +40.8% |
| 5Y | +191.1% | +57.4% | +133.7% | +94.5% |
| All | +403.9% | +221.8% | +182.2% | +77.7% |
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