-95.7%
EDIT vs VOO
+81.6%
-177.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.5% | -8.1% | -7.6% |
| 7D | -10.1% | -0.4% | -9.7% | -9.3% |
| 30D | -1.4% | -1.4% | 0.0% | +1.8% |
| 3M | +4.5% | +3.7% | +0.8% | -3.5% |
| 6M | +19.4% | +13.0% | +6.4% | -7.0% |
| YTD | +35.1% | +12.4% | +22.7% | +7.3% |
| 1Y | +0.4% | +18.6% | -18.2% | -28.6% |
| 3Y | -69.3% | +78.1% | -147.3% | -89.8% |
| 5Y | -95.7% | +82.3% | -178.0% | -98.6% |
| All | -95.7% | +81.6% | -177.3% | -98.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling