+3.5%
EDC vs VOO
+81.6%
-78.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -0.6% |
| 7D | +5.6% | -0.4% | +6.0% | +6.4% |
| 30D | +14.2% | -1.4% | +15.6% | +18.1% |
| 3M | +4.4% | +3.7% | +0.7% | -1.4% |
| 6M | +34.1% | +13.0% | +21.0% | +9.8% |
| YTD | +55.9% | +12.4% | +43.4% | +30.7% |
| 1Y | +88.2% | +18.6% | +69.6% | +42.9% |
| 3Y | +234.0% | +78.1% | +156.0% | +13.8% |
| 5Y | +3.5% | +82.3% | -78.8% | -63.0% |
| All | +3.5% | +81.6% | -78.1% | -63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling