-47.0%
EDC vs VOO
+817.1%
-864.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +5.9% | +6.6% |
| 7D | +6.9% | +0.1% | +6.8% | +6.5% |
| 30D | +12.3% | +0.1% | +12.2% | +12.2% |
| 3M | -10.3% | +2.0% | -12.3% | -11.3% |
| 6M | +31.0% | +13.0% | +18.0% | +1.7% |
| YTD | +57.6% | +13.6% | +44.1% | +22.0% |
| 1Y | +105.9% | +20.1% | +85.8% | +38.3% |
| 3Y | +214.5% | +77.6% | +136.9% | -28.3% |
| 5Y | +1.2% | +82.4% | -81.3% | -77.9% |
| 10Y | +50.7% | +316.8% | -266.1% | -96.9% |
| All | -47.0% | +817.1% | -864.1% | -99.9% |
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