+142.1%
EDC vs VT
+74.1%
+67.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.6% | +5.9% | -0.4% |
| 7D | -2.1% | +0.4% | -2.5% | -1.7% |
| 30D | -26.5% | -2.6% | -23.9% | -17.7% |
| 3M | -25.5% | -3.2% | -22.3% | -13.4% |
| 6M | -39.3% | +0.9% | -40.2% | -33.9% |
| YTD | +4.0% | +11.3% | -7.3% | -9.5% |
| 1Y | +7.2% | +14.0% | -6.8% | -12.3% |
| 3Y | +142.1% | +75.8% | +66.2% | -41.6% |
| All | +142.1% | +74.1% | +67.9% | -41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling