+311.1%
ED vs VOO
+817.1%
-505.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.2% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.1% | +0.1% | -0.2% | -0.2% |
| 3M | +3.9% | +2.0% | +1.9% | +3.0% |
| 6M | -3.0% | +13.0% | -16.1% | -7.7% |
| YTD | +10.7% | +13.6% | -2.9% | +5.0% |
| 1Y | +13.3% | +20.1% | -6.7% | +5.0% |
| 3Y | +34.5% | +77.6% | -43.1% | +3.8% |
| 5Y | +67.1% | +82.4% | -15.3% | +25.8% |
| 10Y | +103.0% | +316.8% | -213.8% | +3.3% |
| All | +311.1% | +817.1% | -505.9% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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