+190.7%
EHC price history and return analytics
+57.4%
+133.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +1.1% |
| 7D | +2.9% | +0.4% | +2.5% | +2.6% |
| 30D | +14.4% | -2.6% | +17.0% | +16.0% |
| 3M | +12.9% | -3.2% | +16.1% | +14.8% |
| 6M | +33.5% | +0.9% | +32.6% | +31.6% |
| YTD | +34.0% | +11.3% | +22.7% | +23.4% |
| 1Y | +23.4% | +14.0% | +9.4% | +11.7% |
| 3Y | +126.8% | +75.8% | +51.0% | +49.1% |
| 5Y | +190.7% | +57.8% | +132.9% | +106.8% |
| All | +190.7% | +57.4% | +133.3% | +106.8% |
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