-64.0%
EDHL vs VT
+13.0%
-77.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -1.3% |
| 7D | +5.7% | +0.4% | +5.3% | +4.9% |
| 30D | +18.4% | -2.6% | +21.0% | +21.5% |
| 3M | +48.3% | -3.2% | +51.6% | +52.9% |
| 6M | +129.4% | +0.9% | +128.4% | +119.3% |
| YTD | +2.8% | +11.3% | -8.5% | -5.1% |
| All | -64.0% | +13.0% | -77.0% | -67.5% |
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 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