+146.4%
ED vs VO
+197.6%
-51.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +2.1% | +3.1% | -1.0% | +0.9% |
| 30D | +10.4% | +2.2% | +8.2% | +9.4% |
| 3M | +12.5% | -2.5% | +15.0% | +13.5% |
| 6M | +14.9% | +7.0% | +8.0% | +11.8% |
| YTD | +24.8% | +14.0% | +10.8% | +18.2% |
| 1Y | +23.8% | +15.6% | +8.2% | +16.5% |
| 3Y | +51.6% | +66.2% | -14.5% | +21.0% |
| 5Y | +86.4% | +36.6% | +49.8% | +60.1% |
| All | +146.4% | +197.6% | -51.2% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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