+32.7%
EDF vs VOO
+311.2%
-278.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.2% | -3.3% |
| 7D | -0.7% | +3.3% | -4.0% | -3.2% |
| 30D | -7.3% | -2.7% | -4.6% | -5.3% |
| 3M | -15.6% | -1.7% | -13.8% | -14.5% |
| 6M | -13.9% | +3.1% | -17.0% | -16.3% |
| YTD | -2.5% | +11.9% | -14.4% | -11.6% |
| 1Y | -1.0% | +12.1% | -13.1% | -10.4% |
| 3Y | +63.5% | +78.6% | -15.0% | -4.1% |
| 5Y | +21.9% | +73.8% | -51.9% | -27.8% |
| All | +32.7% | +311.2% | -278.5% | -63.3% |
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 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