+36.7%
EDF vs VOO
+309.6%
-273.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | +0.9% | +2.6% | -1.7% | -1.2% |
| 30D | +0.2% | -2.0% | +2.2% | +1.7% |
| 3M | -13.5% | -2.8% | -10.8% | -11.7% |
| 6M | -11.8% | +2.2% | -14.0% | -13.6% |
| YTD | +0.5% | +11.5% | -11.0% | -8.6% |
| 1Y | +2.3% | +13.5% | -11.1% | -8.3% |
| 3Y | +71.9% | +78.1% | -6.2% | +1.0% |
| 5Y | +25.6% | +73.1% | -47.6% | -25.4% |
| All | +36.7% | +309.6% | -273.0% | -62.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling