-81.7%
EVH price history and return analytics
+226.9%
-308.6%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +1.6% |
| 7D | -2.1% | -2.0% | -0.1% | +0.5% |
| 30D | +1.7% | -1.4% | +3.1% | +3.7% |
| 3M | -6.7% | +4.7% | -11.4% | -12.5% |
| 6M | +35.8% | +11.4% | +24.5% | +16.5% |
| YTD | +4.3% | +13.1% | -8.8% | -12.7% |
| 1Y | -54.6% | +19.0% | -73.6% | -64.7% |
| 3Y | -83.7% | +73.9% | -157.6% | -92.6% |
| 5Y | -83.5% | +65.4% | -148.8% | -92.0% |
| All | -81.7% | +226.9% | -308.6% | -96.8% |
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 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