+82.7%
ERH price history and return analytics
+356.5%
-273.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +0.1% | +2.4% | -2.2% | -1.4% |
| 30D | +4.4% | -1.5% | +5.9% | +5.3% |
| 3M | -5.2% | -4.1% | -1.1% | -2.6% |
| 6M | -6.7% | +0.6% | -7.2% | -7.4% |
| YTD | -1.1% | +11.0% | -12.1% | -8.7% |
| 1Y | -6.7% | +13.3% | -20.0% | -15.1% |
| 3Y | +63.0% | +73.4% | -10.4% | +8.7% |
| 5Y | +12.1% | +57.4% | -45.3% | -21.0% |
| 10Y | +97.9% | +221.7% | -123.8% | -19.7% |
| All | +82.7% | +356.5% | -273.8% | -45.3% |
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