-70.6%
EDIT vs VOO
+77.4%
-148.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | 0.0% |
| 7D | -16.4% | -0.8% | -15.6% | -14.8% |
| 30D | -4.9% | -1.1% | -3.9% | -2.3% |
| 3M | +10.7% | +3.9% | +6.8% | +1.6% |
| 6M | +1.5% | +13.6% | -12.1% | -22.5% |
| YTD | +31.7% | +12.7% | +19.0% | +3.1% |
| 1Y | -0.4% | +17.6% | -17.9% | -28.7% |
| 3Y | -70.6% | +77.3% | -147.9% | -90.7% |
| All | -70.6% | +77.4% | -148.0% | -90.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling