-65.4%
EDC vs VOO
+800.4%
-865.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.1% |
| 7D | +7.4% | +2.6% | +4.9% | +0.4% |
| 30D | -18.6% | -2.0% | -16.6% | -11.7% |
| 3M | -29.4% | -2.8% | -26.6% | -20.8% |
| 6M | -37.5% | +2.2% | -39.6% | -35.8% |
| YTD | +3.1% | +11.5% | -8.5% | -13.0% |
| 1Y | +4.2% | +13.5% | -9.3% | -16.1% |
| 3Y | +135.5% | +78.1% | +57.4% | -45.3% |
| 5Y | -28.1% | +73.1% | -101.2% | -81.0% |
| 10Y | +29.4% | +310.7% | -281.3% | -97.2% |
| All | -65.4% | +800.4% | -865.8% | -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