+31.7%
EDGI vs VOO
+36.5%
-4.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | -1.8% | -2.0% | +0.2% | -0.3% |
| 30D | -0.3% | -1.7% | +1.4% | +1.0% |
| 3M | +6.1% | +4.7% | +1.3% | +2.5% |
| 6M | +7.9% | +12.6% | -4.6% | -0.9% |
| YTD | +11.9% | +11.8% | +0.1% | +3.3% |
| 1Y | +17.9% | +17.5% | +0.3% | +5.4% |
| All | +31.7% | +36.5% | -4.7% | +6.2% |
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