+212.2%
EHI price history and return analytics
+368.9%
-156.7%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | -1.6% | -1.1% | -0.5% | -1.0% |
| 30D | -2.9% | -1.0% | -1.9% | -2.5% |
| 3M | -2.4% | +3.2% | -5.6% | -4.1% |
| 6M | -3.5% | +12.5% | -16.0% | -9.4% |
| YTD | -4.0% | +14.1% | -18.1% | -10.6% |
| 1Y | -2.9% | +18.9% | -21.8% | -11.6% |
| 3Y | +11.7% | +74.1% | -62.4% | -17.2% |
| 5Y | -3.2% | +66.9% | -70.0% | -27.4% |
| 10Y | +50.7% | +228.3% | -177.6% | -23.4% |
| All | +212.2% | +368.9% | -156.7% | +12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling