+71.4%
EDF vs VOO
+713.1%
-641.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | +3.1% | +0.1% | +3.0% | +3.0% |
| 3M | +2.6% | +2.0% | +0.6% | +1.0% |
| 6M | +12.3% | +13.0% | -0.7% | +2.5% |
| YTD | +17.1% | +13.6% | +3.5% | +6.4% |
| 1Y | +18.1% | +20.1% | -2.0% | +2.8% |
| 3Y | +74.0% | +77.6% | -3.6% | +10.6% |
| 5Y | +29.3% | +82.4% | -53.2% | -20.8% |
| 10Y | +38.5% | +316.8% | -278.4% | -50.9% |
| All | +71.4% | +713.1% | -641.7% | -54.5% |
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