+59.3%
EDIV vs VOO
+663.7%
-604.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -0.1% | +2.6% | -2.7% | -2.0% |
| 30D | +0.3% | -2.0% | +2.3% | +1.7% |
| 3M | -1.7% | -2.8% | +1.1% | +0.2% |
| 6M | +0.1% | +2.2% | -2.1% | -1.7% |
| YTD | +6.8% | +11.5% | -4.7% | -1.9% |
| 1Y | +7.9% | +13.5% | -5.6% | -2.2% |
| 3Y | +53.5% | +78.1% | -24.6% | -3.7% |
| 5Y | +67.3% | +73.1% | -5.8% | +5.3% |
| 10Y | +136.2% | +310.7% | -174.5% | -35.5% |
| All | +59.3% | +663.7% | -604.4% | -76.3% |
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