+33.3%
EDGI vs VOO
+37.3%
-4.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +0.6% | -0.4% | +0.9% | +0.8% |
| 30D | +1.0% | -1.4% | +2.4% | +2.1% |
| 3M | +5.7% | +3.7% | +2.0% | +2.9% |
| 6M | +10.0% | +13.0% | -3.0% | +0.7% |
| YTD | +13.2% | +12.4% | +0.7% | +4.0% |
| 1Y | +19.5% | +18.6% | +0.9% | +6.1% |
| All | +33.3% | +37.3% | -4.0% | +6.9% |
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