-93.9%
EDHL vs VOO
+45.8%
-139.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.9% |
| 7D | +2.9% | -2.0% | +4.9% | +4.6% |
| 30D | +5.4% | -1.7% | +7.0% | +6.8% |
| 3M | +17.7% | +4.7% | +13.0% | +13.4% |
| 6M | +35.5% | +12.6% | +23.0% | +29.1% |
| YTD | -31.3% | +11.8% | -43.1% | -34.2% |
| 1Y | -68.6% | +17.5% | -86.2% | -70.4% |
| All | -93.9% | +45.8% | -139.7% | -93.6% |
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