+417.8%
EHC price history and return analytics
+224.4%
+193.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.0% |
| 7D | +0.9% | -0.7% | +1.6% | +1.3% |
| 30D | +14.3% | -1.7% | +16.1% | +15.5% |
| 3M | +13.7% | -2.3% | +16.0% | +15.3% |
| 6M | +36.2% | +1.5% | +34.7% | +33.2% |
| YTD | +35.0% | +12.0% | +23.0% | +21.6% |
| 1Y | +24.0% | +12.9% | +11.1% | +10.9% |
| 3Y | +131.2% | +74.9% | +56.3% | +42.4% |
| 5Y | +193.0% | +59.9% | +133.1% | +93.3% |
| 10Y | +417.8% | +224.6% | +193.2% | +82.7% |
| All | +417.8% | +224.4% | +193.4% | +82.7% |
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