+7.2%
EMHC price history and return analytics
+74.8%
-67.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -0.7% | +2.9% | -3.6% | -1.6% |
| 30D | +0.3% | -2.5% | +2.8% | +1.1% |
| 3M | -2.7% | -3.3% | +0.7% | -1.6% |
| 6M | -2.3% | +1.5% | -3.8% | -3.0% |
| YTD | -1.4% | +11.4% | -12.7% | -5.2% |
| 1Y | -0.7% | +11.9% | -12.6% | -4.8% |
| 3Y | +26.6% | +73.9% | -47.3% | +2.7% |
| 5Y | +5.5% | +57.9% | -52.4% | -14.3% |
| All | +7.2% | +74.8% | -67.5% | -14.5% |
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