+357.4%
ED vs VOO
+803.9%
-446.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.3% |
| 7D | -1.7% | +3.3% | -5.0% | -2.9% |
| 30D | +10.7% | -2.7% | +13.4% | +11.6% |
| 3M | +11.6% | -1.7% | +13.4% | +12.2% |
| 6M | +13.5% | +3.1% | +10.4% | +11.8% |
| YTD | +23.1% | +11.9% | +11.2% | +17.3% |
| 1Y | +23.1% | +12.1% | +11.0% | +17.1% |
| 3Y | +47.9% | +78.6% | -30.6% | +13.6% |
| 5Y | +83.9% | +73.8% | +10.1% | +41.2% |
| 10Y | +142.1% | +312.3% | -170.2% | +23.4% |
| All | +357.4% | +803.9% | -446.5% | +62.5% |
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