+99.1%
EHC price history and return analytics
+66.2%
+32.9%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.8% |
| 7D | -1.3% | +1.0% | -2.3% | -1.9% |
| 30D | -3.8% | -0.2% | -3.6% | -3.7% |
| 3M | +19.4% | +4.5% | +14.8% | +15.8% |
| 6M | +13.1% | +14.1% | -1.0% | +3.1% |
| YTD | +14.1% | +14.8% | -0.6% | +3.5% |
| 1Y | -3.7% | +21.2% | -24.9% | -16.0% |
| 3Y | +76.6% | +76.6% | +0.1% | +16.8% |
| 5Y | +99.1% | +66.6% | +32.5% | +34.4% |
| All | +99.1% | +66.2% | +32.9% | +34.4% |
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