-86.9%
EDIT vs VOO
+375.6%
-462.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.3% | -6.3% | -7.2% |
| 7D | -12.5% | -0.9% | -11.6% | -11.0% |
| 30D | -13.5% | -2.3% | -11.1% | -9.1% |
| 3M | -19.3% | -1.2% | -18.2% | -16.7% |
| 6M | -22.2% | +3.3% | -25.6% | -25.5% |
| YTD | +16.1% | +12.3% | +3.8% | -2.5% |
| 1Y | -10.5% | +12.5% | -23.0% | -25.0% |
| 3Y | -69.0% | +79.2% | -148.1% | -87.2% |
| 5Y | -93.8% | +75.7% | -169.4% | -97.2% |
| 10Y | -85.4% | +313.7% | -399.1% | -98.1% |
| All | -86.9% | +375.6% | -462.5% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling