-93.8%
EDIT vs VOO
+75.1%
-168.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.3% | -6.3% | -7.7% |
| 7D | -12.5% | -0.9% | -11.6% | -10.8% |
| 30D | -13.5% | -2.3% | -11.1% | -8.3% |
| 3M | -19.3% | -1.2% | -18.2% | -16.3% |
| 6M | -22.2% | +3.3% | -25.6% | -26.5% |
| YTD | +16.1% | +12.3% | +3.8% | -6.8% |
| 1Y | -10.5% | +12.5% | -23.0% | -28.4% |
| 3Y | -69.0% | +79.2% | -148.1% | -89.7% |
| 5Y | -93.8% | +75.7% | -169.4% | -97.8% |
| All | -93.8% | +75.1% | -168.9% | -97.8% |
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