-64.1%
EDHL vs VT
+12.5%
-76.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | +4.4% | -0.1% | +4.6% | +4.2% |
| 30D | +17.9% | -3.1% | +20.9% | +21.5% |
| 3M | +57.0% | -3.5% | +60.5% | +62.2% |
| 6M | +128.3% | +0.5% | +127.8% | +119.3% |
| YTD | +2.3% | +10.8% | -8.4% | -5.1% |
| 1Y | -64.1% | +11.9% | -76.0% | -67.5% |
| All | -64.1% | +12.5% | -76.6% | -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