+55.2%
EDIV vs VOO
+75.9%
-20.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | -1.0% | -2.0% | +1.0% | 0.0% |
| 30D | +0.2% | -1.7% | +1.8% | +1.0% |
| 3M | +3.7% | +4.7% | -1.0% | +1.3% |
| 6M | +5.1% | +12.6% | -7.5% | -1.0% |
| YTD | +8.5% | +11.8% | -3.3% | +2.5% |
| 1Y | +11.5% | +17.5% | -6.1% | +3.0% |
| All | +55.2% | +75.9% | -20.7% | +13.7% |
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