-83.6%
EVH price history and return analytics
+65.7%
-149.3%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.0% | -1.0% |
| 7D | -1.9% | -0.1% | -1.8% | -1.7% |
| 30D | +5.6% | -0.7% | +6.3% | +6.3% |
| 3M | -12.1% | +4.0% | -16.1% | -15.5% |
| 6M | +36.5% | +12.3% | +24.2% | +20.9% |
| YTD | +3.8% | +14.0% | -10.3% | -9.8% |
| 1Y | -58.5% | +20.3% | -78.8% | -65.9% |
| 3Y | -83.7% | +75.4% | -159.2% | -91.1% |
| 5Y | -83.6% | +66.0% | -149.6% | -90.1% |
| All | -83.6% | +65.7% | -149.3% | -90.1% |
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