+26.3%
EDGH vs VT
+21.4%
+4.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | +1.0% | +1.0% | 0.0% | +0.6% |
| 30D | +2.2% | -0.2% | +2.4% | +2.3% |
| 3M | +4.3% | +4.5% | -0.3% | +2.6% |
| 6M | -0.5% | +14.1% | -14.6% | -4.6% |
| YTD | +14.3% | +14.8% | -0.5% | +9.6% |
| 1Y | +26.3% | +21.2% | +5.1% | +18.0% |
| All | +26.3% | +21.4% | +4.9% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling