+47.4%
EDC vs VT
+635.9%
-588.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +6.9% | +0.4% | +6.5% | +5.3% |
| 30D | +12.3% | +1.0% | +11.3% | +9.2% |
| 3M | -10.3% | +2.4% | -12.7% | -11.4% |
| 6M | +31.0% | +12.0% | +19.0% | +3.1% |
| YTD | +57.6% | +15.3% | +42.3% | +15.2% |
| 1Y | +105.9% | +22.6% | +83.3% | +25.9% |
| 3Y | +214.5% | +74.7% | +139.8% | -33.2% |
| 5Y | +1.2% | +66.1% | -65.0% | -71.8% |
| 10Y | +50.7% | +225.0% | -174.3% | -92.7% |
| All | +47.4% | +635.9% | -588.5% | -98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling