-56.1%
EDN vs VOO
+14.7%
-70.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -2.6% |
| 7D | -12.5% | -0.7% | -11.8% | -11.4% |
| 30D | -28.5% | -1.1% | -27.4% | -27.3% |
| 3M | -41.4% | -0.3% | -41.0% | -41.1% |
| 6M | -38.8% | +7.4% | -46.1% | -45.6% |
| YTD | -50.3% | +13.4% | -63.6% | -59.7% |
| 1Y | -56.1% | +14.8% | -70.9% | -65.3% |
| All | -56.1% | +14.7% | -70.8% | -65.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling