+82.9%
ED vs VT
+53.4%
+29.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | +1.6% | -2.3% | +4.0% | +1.9% |
| 30D | +13.3% | -5.0% | +18.3% | +14.0% |
| 3M | +9.7% | -4.9% | +14.6% | +10.4% |
| 6M | +12.8% | -1.5% | +14.3% | +12.8% |
| YTD | +22.3% | +8.5% | +13.8% | +20.0% |
| 1Y | +26.3% | +11.4% | +14.9% | +23.2% |
| 3Y | +45.0% | +70.1% | -25.0% | +22.6% |
| All | +82.9% | +53.4% | +29.5% | +53.4% |
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