+43.5%
EDD vs VOO
+817.1%
-773.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.0% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | -0.8% | +0.1% | -0.9% | -0.9% |
| 3M | +12.9% | +2.0% | +10.9% | +11.8% |
| 6M | +10.1% | +13.0% | -2.9% | +3.5% |
| YTD | +16.6% | +13.6% | +3.0% | +9.3% |
| 1Y | +23.1% | +20.1% | +3.0% | +12.1% |
| 3Y | +74.2% | +77.6% | -3.3% | +28.7% |
| 5Y | +49.2% | +82.4% | -33.2% | +7.3% |
| 10Y | +74.7% | +316.8% | -242.1% | -22.6% |
| All | +43.5% | +817.1% | -773.6% | -59.3% |
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