+27.9%
EDGU vs VT
+36.2%
-8.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.2% |
| 7D | +0.4% | +0.4% | +0.1% | +0.1% |
| 30D | -1.5% | -2.6% | +1.1% | +1.0% |
| 3M | -2.2% | -3.2% | +1.1% | +0.8% |
| 6M | +2.4% | +0.9% | +1.5% | +1.5% |
| YTD | +11.2% | +11.3% | -0.1% | +0.5% |
| 1Y | +12.9% | +14.0% | -1.1% | -0.2% |
| All | +27.9% | +36.2% | -8.3% | -4.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling