+25.2%
EDF vs VOO
+75.1%
-49.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -3.1% |
| 7D | +1.1% | -0.9% | +2.0% | +1.6% |
| 30D | -5.9% | -2.3% | -3.5% | -4.7% |
| 3M | -12.5% | -1.2% | -11.3% | -12.0% |
| 6M | -10.7% | +3.3% | -14.0% | -12.4% |
| YTD | +1.2% | +12.3% | -11.2% | -5.2% |
| 1Y | +2.6% | +12.5% | -9.9% | -3.9% |
| 3Y | +69.6% | +79.2% | -9.6% | +18.2% |
| 5Y | +25.2% | +75.7% | -50.5% | -15.8% |
| All | +25.2% | +75.1% | -49.9% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling