+610.4%
ED vs VO
+797.8%
-187.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.2% | -2.3% |
| 7D | +1.6% | -2.6% | +4.2% | +2.6% |
| 30D | +13.3% | -0.9% | +14.3% | +13.7% |
| 3M | +9.7% | -3.0% | +12.7% | +10.9% |
| 6M | +12.8% | +2.2% | +10.6% | +11.6% |
| YTD | +22.3% | +10.6% | +11.7% | +17.0% |
| 1Y | +26.3% | +12.5% | +13.8% | +19.9% |
| 3Y | +45.0% | +61.4% | -16.4% | +17.5% |
| 5Y | +80.2% | +33.4% | +46.8% | +55.9% |
| 10Y | +129.9% | +201.5% | -71.7% | +37.7% |
| All | +610.4% | +797.8% | -187.4% | +144.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling