+50.3%
EDC vs VOO
+325.3%
-275.0%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +1.6% |
| 7D | -4.1% | -0.8% | -3.3% | -2.1% |
| 30D | +4.6% | -1.1% | +5.7% | +7.7% |
| 3M | -5.8% | +3.9% | -9.7% | -12.1% |
| 6M | +27.9% | +13.6% | +14.3% | +1.5% |
| YTD | +51.2% | +12.7% | +38.4% | +23.9% |
| 1Y | +71.4% | +17.6% | +53.8% | +28.4% |
| 3Y | +212.7% | +77.3% | +135.3% | -10.0% |
| 5Y | +0.6% | +84.1% | -83.5% | -71.7% |
| All | +50.3% | +325.3% | -275.0% | -94.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling